Plan Snapshot
- Plan Sponsor: 555 International, INC.
- Sponsor EIN: 510404318
- Sponsor Address: 4501 S. WESTERN BOULEVARD, CHICAGO, IL, 60609
- Plan Type: 401(k)
- Total Participants: 44
- Total Assets: $6.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 44 | $6.2M | $0 | $635,072 |
| 2023 | 115 | $13.1M | $300,000 | $342,293 |
| 2022 | 118 | $11.1M | $300,000 | $330,841 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| CJBS, LLC | Other Service Provider | $9,600 | — | $9,600 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $9,600
- Estimated Expense Ratio: 0.156% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $34,602 | — | — | — | — |
| 2023 | $55,433 | — | $55,433 | — | — |
| 2022 | $53,105 | — | $53,105 | — | — |