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Original filing (PDF)20250930162514NAL0005590115001
CHICAGO FIRE FOOTBALL HOLDINGS, LLC
Form 5500
FILING_RECEIVED
CHICAGO FIRE FC 401(K) PLAN
401(k) retirement plan
Active participants
283
Accounts w/ balance
250
Plan assets (EOY)
$8.9M
Net assets (EOY)
$8.8M
How this plan invests
This plan
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 74 bps in Schedule C fees — modestly above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHICAGO FIRE FOOTBALL HOLDINGS, LLC.
Plan sponsor
Name
CHICAGO FIRE FOOTBALL HOLDINGS, LLC
EIN
61-1888522
Address
1 NORTH DEARBORN STREET SUITE 1300 · CHICAGO, IL · 60602
Phone
(708) 496-6728
Industry
Arts, Entertainment, Recreationsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-30
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SIKICH CPA LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $24K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING HOLDCO LLC DBA CR | — | OVERLAND PARK, KS | INVESTMENT ADVISOR | $19K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SIKICH CPA LLC | — | ALEXANDRIA, VA | AUDITOR | $17K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MESIROW FINANCIAL INVESTMENT MANAGE | — | CHICAGO, IL | INVESTMENT MGMT | $5K | — |
Investments
23 direct securities· $8.6M(96% of reported assets)
Uncategorized
$8.4M
22 holdings
Mutual Funds
$187K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds American Funds 2040 Target Date Retirement Fund Class R-6 | — | — | — | $1.9M | 20.9% | |
| American Funds American Funds 2050 Target Date Retirement Fund Class R-6 | — | — | — | $1.4M | 16.3% | |
| American Funds American Funds 2055 Target Date Retirement Fund Class R-6 | — | — | — | $1.2M | 14.0% | |
| American Funds American Funds 2045 Target Date Retirement Fund Class R-6 | — | — | — | $1.1M | 12.5% | |
| Fidelity Investments Fidelity Extended Market Index Fund | — | — | — | $832K | 9.4% | |
| American Funds American Funds 2060 Target Date Retirement Fund Class R-6 | — | — | — | $293K | 3.3% | |
| JPMorgan Large Cap Growth Fund Class R-6 | — | — | — | $223K | 2.5% | |
| Fidelity Investments Fidelity Small Cap Growth K6 | — | — | — | $202K | 2.3% | |
| American Funds American Funds 2030 Target Date Retirement Fund Class R-6 | — | — | — | $199K | 2.2% | |
| Fidelity Investments Fidelity International Index | — | — | — | $197K | 2.2% | |
| American Funds American Funds 2020 Target Date Retirement Fund Class R-6 | Mutual Funds | — | — | $187K | 2.1% | |
| American Funds American Funds 2035 Target Date Retirement Fund Class R-6 | — | — | — | $148K | 1.7% | |
| American Funds American Funds New World Fund Class R-6 | — | — | — | $136K | 1.5% | |
| Fully Benefit-Responsive Investment Contract * Empower Annuity Insurance Company of America Key Guaranteed Portfolio Fund | — | — | — | $124K | 1.4% | |
| Fidelity Investments Fidelity US Bond Index | — | — | — | $124K | 1.4% | |
| Fidelity Investments Fidelity Small Cap Index Fund | — | — | — | $63K | 0.7% | |
| American Funds American Funds 2065 Target Date Retirement Fund Class R-6 | — | — | — | $62K | 0.7% | |
| American Funds American Funds American Mutual Fund Class R-6 | — | — | — | $57K | 0.6% | |
| MFS New Discovery Value Fund | — | — | — | $27K | 0.3% | |
| Baird Intermediate Baird Intermediate Bond Institutional | — | — | — | $21K | 0.2% | |
| MFS Mid Cap Value Class R6 | — | — | — | $10K | 0.1% | |
| MFS Mid Cap Growth Fund Class R-6 | — | — | — | $9K | 0.1% | |
| American Funds American Funds 2025 Target Date Retirement Fund Class R-6 | — | — | — | $3K | <0.1% |