Association House of Chicago 401(k) match, vesting and fees
What Association House of Chicago's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Transamerica Financial Life Ins. Co | Schedule C ↗ |
| Independent auditor | Cliftonlarsonallen LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 2,561 defined-contribution plans in other services with 100 to 499 participants.
| Association House of Chicago: employer contribution per participant | $722 | |
| Peer median | $1,803 |
| Association House of Chicago: average balance | $31,234 | |
| Peer median | $48,934 |
| Association House of Chicago: admin expenses ÷ assets | 0.36% | |
| Peer median | 0.31% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $3.4M at the end of plan year 2021 to $3.9M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 239 | $3.9M | $90K | $722 | 0.36% | Not published | Form 5500 ↗ |
| 2023 | 218 | $3.3M | $74K | $634 | 0.47% | Not published | Form 5500 ↗ |
| 2022 | 205 | $3M | $63K | $575 | 0.38% | Not published | Form 5500 ↗ |
| 2021 | 197 | $3.4M | $75K | $631 | 0.38% | Not published | Form 5500 ↗ |
Common questions
Does Association House of Chicago match 401(k) contributions?
The match terms for the Association House of Chicago 401(k) Savings and Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $90K in employer contributions, about $722 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Association House of Chicago 401(k) match vested?
The vesting schedule for the Association House of Chicago 401(k) Savings and Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Association House of Chicago 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Transamerica Financial Life Ins. Co. The plan administrator is Association House of Chicago.
I left Association House of Chicago. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Association House of Chicago, (773) 772-7170) or the recordkeeper, Transamerica Financial Life Ins. Co. The Association House of Chicago old 401(k) page lists the contacts from every plan filing. Find an old Association House of Chicago 401(k)
Data from the public Form 5500 annual reports Association House of Chicago filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Association House of Chicago. Not financial advice. Report a correction · Methodology