Chicago Commons Association 403(b) match, vesting and fees
What Chicago Commons Association's 403(b) 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 | July Business Services LLC | Schedule C ↗ |
| Independent auditor | Maharlika PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 7,678 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Chicago Commons Association: employer contribution per participant | $740 | |
| Peer median | $1,468 |
| Chicago Commons Association: average balance | $17,990 | |
| Peer median | $37,786 |
| Chicago Commons Association: admin expenses ÷ assets | 1.15% | |
| Peer median | 0.39% |
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 $3.3M at the end of plan year 2021 to $5.8M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 835 | $5.8M | $237K | $740 | 1.15% | Not published | Form 5500 ↗ |
| 2023 | 314 | $4.9M | $226K | $734 | 1.24% | Not published | Form 5500 ↗ |
| 2022 | 314 | $3.8M | $184K | $648 | 1.16% | Not published | Form 5500 ↗ |
| 2021 | 900 | $3.3M | $176K | $597 | 1.44% | Not published | Form 5500 ↗ |
Common questions
Does Chicago Commons Association match 401(k) contributions?
The match terms for the 403(b) Thrift Plan of Chicago Commons Association have not been published from its filing yet. The plan year 2024 filing reports $237K in employer contributions, about $740 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Chicago Commons Association 401(k) match vested?
The vesting schedule for the 403(b) Thrift Plan of Chicago Commons Association is not in the data published so far. Your Summary Plan Description states it.
Who manages the Chicago Commons Association 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is July Business Services LLC. The plan administrator is Chicago Commons Association.
I left Chicago Commons Association. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Chicago Commons Association, (773) 638-5600) or the recordkeeper, July Business Services LLC. The Chicago Commons Association old 401(k) page lists the contacts from every plan filing. Find an old Chicago Commons Association 401(k)
Data from the public Form 5500 annual reports Chicago Commons Association 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 Commons Association. Not financial advice. Report a correction · Methodology