Chicago Charter School Foundatio 401(k) match, vesting and fees
What Chicago Charter School Foundatio'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 | ADP, Inc. | 2023 Schedule C ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
The recordkeeper is from the plan year 2023 filing, the latest that names one. The other rows are from the plan year 2024 filing.
How the plan compares
Plan year 2024 medians for 12,366 defined-contribution plans in educational services with fewer than 100 participants.
| Chicago Charter School Foundatio: employer contribution per participant | $1,185 | |
| Peer median | $1,180 |
| Chicago Charter School Foundatio: average balance | $39,480 | |
| Peer median | $26,614 |
| Chicago Charter School Foundatio: admin expenses ÷ assets | 0.90% | |
| Peer median | 0.38% |
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 $1.8M at the end of plan year 2021 to $1.5M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 41 | $1.5M | $44K | $1,185 | 0.90% | Not published | 5500-SF ↗ |
| 2023 | 69 | $1.8M | $62K | $1,348 | 1.26% | Not published | Form 5500 ↗ |
| 2022 | 308 | $2.1M | $87K | $824 | 1.32% | Not published | Form 5500 ↗ |
| 2021 | 299 | $1.8M | $94K | $931 | 1.13% | Not published | Form 5500 ↗ |
Common questions
Does Chicago Charter School Foundatio match 401(k) contributions?
The match terms for the Chicago International Charter School 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $44K in employer contributions, about $1,185 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Chicago Charter School Foundatio 401(k) match vested?
The vesting schedule for the Chicago International Charter School 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Chicago Charter School Foundatio 401(k)?
The recordkeeper listed on Schedule C of the plan year 2023 filing is ADP, Inc.. The plan administrator is Chicago Charter School Foundatio.
I left Chicago Charter School Foundatio. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Chicago Charter School Foundatio, (708) 698-4641) or the recordkeeper, ADP, Inc.. The Chicago Charter School Foundatio old 401(k) page lists the contacts from every plan filing. Find an old Chicago Charter School Foundatio 401(k)
Data from the public Form 5500 annual reports Chicago Charter School Foundatio 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 Chicago Charter School Foundatio. Not financial advice. Report a correction · Methodology