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Original filing (PDF)20251015193536NAL0002930099001
REHABILITATION INSTITUTE OF CHICAGO DBA SHIRLEY RYAN ABILITYLAB
Form 5500
FILING_RECEIVED
REHABILITATION INSTITUTE OF CHICAGO D/B/A SHIRLEY RYAN ABILITYLAB 401(K) RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
2,337
Accounts w/ balance
2,828
Plan assets (EOY)
$149.7M
Net assets (EOY)
$149.7M
How this plan invests
This plan
51 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 29 bps in Schedule C fees — 186% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for REHABILITATION INSTITUTE OF CHICAGO DBA SHIRLEY RYAN ABILITYLAB.
Plan sponsor
Name
REHABILITATION INSTITUTE OF CHICAGO DBA SHIRLEY RYAN ABILITYLAB
EIN
36-2256036
Address
355 E ERIE STREET · CHICAGO, IL · 60611
Phone
(312) 238-1000
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
CROWE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MGMT CO. | 39-2018056 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $428K | — |
Investments
51 direct securities· $149.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA Investments TIAA-CREF Lifecycle Index 2055 Instl Fund | — | — | — | $23.6M | 15.8% | |
| TIAA Investments TIAA-CREF Lifecycle Index 2050 Instl Fund | — | — | — | $20.7M | 13.8% | |
| Fidelity Investments 500 Index Fund | — | — | — | $14.8M | 9.9% | |
| TIAA Investments TIAA-CREF Lifecycle Index 2045 Instl Fund | — | — | — | $14.7M | 9.8% | |
| TIAA Investments TIAA-CREF Lifecycle Index 2040 Instl Fund | — | — | — | $9.5M | 6.3% | |
| TIAA Investments TIAA-CREF Lifecycle Index 2060 Instl Fund | — | — | — | $6.6M | 4.4% | |
| TIAA Investments. TIAA-CREF Lifecycle Index 2035 Instl Fund | — | — | — | $6.5M | 4.4% | |
| TIAA Investments TIAA-CREF Lifecycle Index 2030 Instl Fund | — | — | — | $5.8M | 3.9% | |
| TIAA Investments TIAA-CREF Lifecycle Index 2025 Instl Fund | — | — | — | $5.0M | 3.3% | |
| TIAA Investments TIAA-CREF Large Cap Growth Index Instl Fund | — | — | — | $4.5M | 3.0% | |
| The American Funds Growth Fund of America R6 Fund | — | — | — | $2.7M | 1.8% | |
| Pioneer Fundamental Growth K Fund | — | — | — | $2.5M | 1.7% | |
| The American Funds Fundamental Investors R6 Fund | — | — | — | $2.1M | 1.4% | |
| The American Funds New World R6 Fund | — | — | — | $1.9M | 1.3% | |
| The American Funds Europacific Growth R6 Fund | — | — | — | $1.9M | 1.2% | |
| Vanguard Group Federal Money Market Investment Fund | — | — | — | $1.8M | 1.2% | |
| TIAA Investments TIAA-CREF Lifecycle Index 2020 Instl Fund | — | — | — | $1.6M | 1.1% | |
| American Century Investments Strategic Allocation Moderate R6 Fund | — | — | — | $1.6M | 1.1% | |
| PIMCO Funds Total Return II Institutional Fund | — | — | — | $1.2M | 0.8% | |
| American Century Investments American Century Heritage R6 Fund | — | — | — | $1.2M | 0.8% | |
| Blackrock Advantage Small Cap Core Fund | — | — | — | $1.2M | 0.8% | |
| PGIM Investments High Yield R6 Fund | — | — | — | $1.2M | 0.8% | |
| The American Funds Washington Mutual Investors R6 Fund | — | — | — | $1.2M | 0.8% | |
| Janus International Holding, LLC Henderson Enterprise Fund | — | — | — | $1.1M | 0.7% | |
| Nuveen Asset Management Nuveen International Equity Index R6 Fund | — | — | — | $1.1M | 0.7% | |
| TIAA Investments TIAA-CREF Social Choice Equity Instl Fund | — | — | — | $1.1M | 0.7% | |
| Invesco Funds Group, Inc. Small Cap Growth R6 Fund | — | — | — | $986K | 0.7% | |
| Columbia Funds Small Cap Index Fund | — | — | — | $960K | 0.6% | |
| American Century Investments Mid-Cap Value R6 Fund | — | — | — | $854K | 0.6% | |
| Columbia Funds Mid Cap Index I3 Fund | — | — | — | $820K | 0.5% | |
| Thornburg Limited Term Income R6 Fund | — | — | — | $788K | 0.5% | |
| Nuveen Asset Management Nuveen Bond Index R6 Fund | — | — | — | $784K | 0.5% | |
| JP Morgan Small Cap Growth R6 Fund | — | — | — | $727K | 0.5% | |
| TIAA Investments TIAA-CREF Large Cap Value Index Instl Fund | — | — | — | $717K | 0.5% | |
| Nuveen Asset Management Nuveen Lifecycle Index 2015 R6 Fund | — | — | — | $709K | 0.5% | |
| American Century Investments Large Company Value R6 Fund | — | — | — | $605K | 0.4% | |
| American Century Investments Strategic Allocation Aggressive R6 Fund | — | — | — | $563K | 0.4% | |
| Victory Funds Victory Sycamore Established Value R6 Fund | — | — | — | $472K | 0.3% | |
| Nuveen Asset Management Nuveen Emerging Markets Equity Index R6 Fund | — | — | — | $450K | 0.3% | |
| Vanguard Group Value Index Fund | — | — | — | $418K | 0.3% | |
| Invesco Funds Group, Inc. Main Street Mid Cap Fund | — | — | — | $403K | 0.3% | |
| Janus International Holding, LLC Henderson Balanced N Fund | — | — | — | $375K | 0.3% | |
| Dodge & Cox Dodge & Cox Stock Fund | — | — | — | $374K | 0.2% | |
| Franklin Templeton Investments Small Cap Value R6 Fund | — | — | — | $345K | 0.2% | |
| TIAA Investments TIAA-CREF Lifecycle Index 2065 Instl Fund | — | — | — | $323K | 0.2% | |
| Carillon Scout Mid Cap Fund | — | — | — | $246K | 0.2% | |
| American Century Investments Strategic Allocation Conservative R6 Fund | — | — | — | $245K | 0.2% | |
| Hartford International Value R6 Fund | — | — | — | $195K | 0.1% | |
| Dimensional Fund Advisors DFA Inflation Protected Securities | — | — | — | $116K | <0.1% | |
| Nuveen Asset Management Nuveen Lifecycle Index Retirement Income R6 Fund | — | — | — | $114K | <0.1% | |
| TIAA Investments TIAA-CREF Lifecycle Index 2010 Instl Fund | — | — | — | $31K | <0.1% |