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Original filing (PDF)20250919082923NAL0002288737001
EASTER SEALS METROPOLITAN CHICAGO, INC.
Form 5500
FILING_RECEIVED
EASTER SEALS METROPOLITAN CHICAGO, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
675
Accounts w/ balance
795
Plan assets (EOY)
$17.9M
Net assets (EOY)
$17.9M
How this plan invests
This plan
1 pooled trust
Schedule D
52 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EASTER SEALS METROPOLITAN CHICAGO, INC..
Plan sponsor
Name
EASTER SEALS METROPOLITAN CHICAGO, INC.
EIN
36-2169153
Address
1939 WEST 13TH STREET · SUITE 300 · CHICAGO, IL · 60608
Phone
(312) 491-4126
Industry
Health Care & Social Assistancesee all
Plan administrator
Name
FIDELITY WORKPLACE SERVICES LLC
EIN
04-3532603
City
COVINGTON, KY
Phone
(859) 386-4199
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-19
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2S · Automatic enrollment
2A · Age/service weighted or new comparability
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SASSETTI LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsAdvisor / Consultant
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WOODBURY FINANCIAL SERVICES INC | 41-0944586 | — | ADVISOR | $0 | — |
| OSAIC WEALTH INC | 93-0987232 | — | ADVISOR | $0 | — |
| LPL FINANCIAL LLC | 04-3046611 | — | ADVISOR | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY WORKPLACE SERVICES, LLC | 04-3532603 | — | PLAN ADMINISTRATOR | $34K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SASSETTI LLC | 36-2239746 | — | ACCOUNTANT/AUDITOR | $13K | — |
Investments
51 direct securities · 1 pooled fund· $17.9M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$17.8M
51 holdings
Common Collective Trust
$128K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Advisor Freedom 2045 Fund Class A | — | — | — | $2.8M | 15.6% | |
| Fidelity Advisor Freedom 2050 Fund Class A | — | — | — | $2.8M | 15.6% | |
| Fidelity Advisor Freedom 2035 Fund Class A | — | — | — | $2.5M | 14.1% | |
| Fidelity Advisor Freedom 2040 Fund Class A | — | — | — | $1.6M | 9.0% | |
| Fidelity Advisor Freedom 2055 Fund Class A | — | — | — | $1.4M | 7.5% | |
| Fidelity Advisor Freedom 2025 Fund Class A | — | — | — | $1.2M | 6.4% | |
| Fidelity Advisor Freedom 2030 Fund Class A | — | — | — | $1.1M | 6.1% | |
| Fidelity Advisor Freedom 2060 Fund Class A | — | — | — | $911K | 5.1% | |
| iShares S&P 500 Index Fund Investor A Shares | — | — | — | $790K | 4.4% | |
| Fidelity Advisor Freedom 2020 Fund Class A | — | — | — | $637K | 3.6% | |
| Participant loans Bearing interest between 4.25% and 9.50% -0- | — | — | — | $307K | 1.7% | |
| Fidelity Advisor Large Cap Index Fund | — | — | — | $197K | 1.1% | |
| Fidelity Advisor Freedom 2065 Fund Class A | — | — | — | $145K | 0.8% | |
| Fidelity Advisor Freedom 2015 Fund Class A | — | — | — | $144K | 0.8% | |
| Hartford Core Equity Fund Class R4 | — | — | — | $135K | 0.8% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $128K | 0.7% | |
| BlackRock Technology Opportunities Fund Class A | — | — | — | $107K | 0.6% | |
| American Funds American Funds US Government Securities FundClassA | — | — | — | $103K | 0.6% | |
| Hartford Growth Opportunities Class R4 | — | — | — | $100K | 0.6% | |
| PIMCO Income Fund Class A | — | — | — | $84K | 0.5% | |
| JP Morgan JPMorgan Equity Income Fund Class R3 | — | — | — | $81K | 0.5% | |
| iShares Russell 2000 Small-Cap Index Fund | — | — | — | $72K | 0.4% | |
| Janus Henderson Janus Henderson Enterprise Fund Class A | — | — | — | $66K | 0.4% | |
| Fidelity Advisor International Capital Appr Class A | — | — | — | $65K | 0.4% | |
| Dodge & Cox Dodge & Cox Income Fund I | — | — | — | $50K | 0.3% | |
| Fidelity Advisor Small Cap Growth Fund Class A | — | — | — | $46K | 0.3% | |
| Lord Abbett Lord Abbett Floating Rate Fund Class R4 | — | — | — | $44K | 0.2% | |
| T. Rowe T. Rowe Price Blue Chip Growth Fund Class R | — | — | — | $37K | 0.2% | |
| Allspring Special Mid Cap Value Fund Class A | — | — | — | $37K | 0.2% | |
| Fidelity Advisor Small Cap Value Fund Class A | — | — | — | $34K | 0.2% | |
| Victory Sycamore Victory Sycamore Small Company Opportunity Fund Cl | — | — | — | $31K | 0.2% | |
| Fidelity Advisor Freedom 2005 Fund Class A * - ** Fidelity Advisor Freedom 2010 Fund Class A | — | — | — | $25K | 0.1% | |
| Fidelity Advisor Utilities Class A | — | — | — | $22K | 0.1% | |
| Columbia Mid Cap Index Fund Class A | — | — | — | $21K | 0.1% | |
| Fidelity Freedom Income Class A | — | — | — | $21K | 0.1% | |
| Fidelity Advisor Mid Cap Value Index Fund | — | — | — | $20K | 0.1% | |
| Columbia Emerging Markets Fund A | — | — | — | $18K | 0.1% | |
| ClearBridge Mid Cap Fund Class A | — | — | — | $14K | <0.1% | |
| Fidelity Advisor Health Care Class A | — | — | — | $13K | <0.1% | |
| Cohen & Steers Cohen & Steers Real Estate Securities Fund Class A | — | — | — | $10K | <0.1% | |
| Lord Abbett Lord Abbett High Yield Fund Class R4 | — | — | — | $10K | <0.1% | |
| Fidelity Advisor Md Cap Growth Index Fund | — | — | — | $10K | <0.1% | |
| Fidelity Advisor Energy Class A | — | — | — | $9K | <0.1% | |
| Fidelity Interest-bearing cash: Fidelity Government Money Market | — | — | — | $8K | <0.1% | |
| Franklin Utilities Class A | — | — | — | $5K | <0.1% | |
| Fidelity Advisor Financial Services Class A | — | — | — | $5K | <0.1% | |
| iShares MSCI EAFE International Index Fund | — | — | — | $4K | <0.1% | |
| Carrillon Eage Carillon Eage Mid Cap Growth Fund Class I | — | — | — | $4K | <0.1% | |
| Prinicpal Principal SmallCap Fund Class R3 | — | — | — | $3K | <0.1% | |
| BlackRock Commodity Strategies Investor A Shares | — | — | — | $2K | <0.1% | |
| Hartford International Opportunities Fund Class R4 | — | — | — | $2K | <0.1% | |
| Fidelity Advisor Small Cap Growth Index Fund | — | — | — | $2K | <0.1% |