Plan Snapshot
- Plan Sponsor: 8th Light Holdings, INC.
- Sponsor EIN: 205467411
- Sponsor Address: 25E WASHINGTON, SUITE 1500, CHICAGO, IL, 60602
- Plan Type: 401(k)
- Total Participants: 93
- Total Assets: $12.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 93 | $12.3M | $576,493 | $1.3M |
| 2023 | 106 | $10.4M | $624,613 | $1.4M |
| 2022 | 114 | $7.3M | $548,609 | $1.3M |
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 |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | NONE | $41,388 | — | $41,388 |
| ALERA INVESTMENT ADVISORS, LLC | NONE | $26,761 | — | $26,761 |
| PLANTE & MORAN, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — NONE
- ALERA INVESTMENT ADVISORS, LLC — NONE
- PLANTE & MORAN, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $68,149
- Estimated Expense Ratio: 0.554% 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 | $34,822 | $26,761 | $8,061 | — | — |
| 2023 | $36,970 | — | $36,970 | — | — |
| 2022 | $33,812 | — | $33,812 | — | — |