Plan Ledger DOL Form 5500 · updated monthly

Lurie Children's Surgical Foundation, Inc.403(b)

LURIE CHILDREN'S SURGICAL FOUNDATION, INC. RETIREMENT PLAN · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.04%

Peer grade: A · admin costs + employer contributions vs same-size plans · how grading works

Lurie Children's Surgical Foundation, Inc. reported $42,489 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $41,566 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.07% to 0.04%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other other services employers. By assets it is the 521st-largest of 3,702 plans among Illinois employers on file, and the 180th of 3,341 in other services. In 2024, the employer put in $1.82 for every $1.00 employees contributed themselves; active participation has shrunk from 128 to 90 since 2022.

Plan summary
Net assets, end of year$109,280,989
Participants with balances129
Active participants90
Employer contributions$3,740,971
Employee contributions$2,060,627
Employer contribution per active participant$41,566
Average account balance$847,139
Benefits paid to participants$5,440,544
Plan auditDisclaimer of opinion
Plan history4
Yearassets · accounts · employer contribution
2025$0
2024$109.3M · 129 accts · $3.7M emplr
2023$97.1M · 132 accts · $3.5M emplr
2022$94.7M · 131 accts · $3.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$16,236
Investment management$5,875
Audit (IQPA)$19,750
Total administrative$42,489
Employer contributions to the Lurie Children's Surgical Foundation, Inc. plan · 2024
Employer contribution per active participant$41,566
Median for plans this size$3,635
2024$41,566 per active participant
2023$15,572 per active participant
2022$25,768 per active participant

Lurie Children's Surgical Foundation, Inc.'s 2024 employer contribution ran above the $3,635 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
TIAA · Recordkeeping · Pension consulting$16,236
PLANTE & MORAN, PLLC · Accounting / audit$19,750
CAPFINANCIAL PARTNERS LLC · Investment advisory (plan)$5,875

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024TIAA
2023TIAA

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history4
2025Not separately reported
2024$42,489 · 0.04%
2023$85,054 · 0.09%
2022$70,465 · 0.07%
Similar plansOther Services · Illinois
American Dental Association IL$127.0M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 831650513 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.