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Original filing (PDF)20250306093107NAL0016021088001
YWCA METROPOLITAN CHICAGO
Form 5500
FILING_RECEIVED
YWCA METROPOLITAN CHICAGO 401(K) PLAN
401(k) retirement plan
Signals · 2
~102 bps in Sched C feesNo recordkeeper disclosed
Active participants
263
Accounts w/ balance
411
Plan assets (EOY)
$2.4M
Net assets (EOY)
$2.4M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 102 bps in Schedule C fees — 97% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for YWCA METROPOLITAN CHICAGO.
Plan sponsor
Name
YWCA METROPOLITAN CHICAGO
EIN
36-2179765
Address
1 N. LASALLE ST · SUITE 1700 · CHICAGO, IL · 60602
Phone
(312) 372-6600
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-03-06
Pension benefit codes
2A · Age/service weighted or new comparability
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PLANTE & MORAN PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsAdvisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CENTRIC WEALTH MANAGEMENT, LLC | 20-5122562 | BANNOCKURN, IL | INVESTMENT ADVISOR | $5K | — |
| TOROSO INVESTMENTS | 45-4779500 | MASSAPEQUA, NY | INVESTMENT ADVISOR | $4K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RETIREMENT SOLUTIONS ADVISORS, LLC | 20-8154051 | CHICAGO, IL | CONTRACT ADMIN | $3K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTH AMERICAN KTRADE ALLIANCE, LLC | 32-0169227 | PLYMOUTH, IN | NONE | $13K | — |
| MID-ATLANTIC TRUST COMPANY | 26-0010549 | PITTSBURGH, PA | NONE | $0 | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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