Plan Snapshot
- Plan Sponsor: 9w Halo Opco L.P. D/B/A Angelica
- Sponsor EIN: 371861595
- Sponsor Address: 1901 S. MEYER ROAD, ILLINOIS, IL, 60181
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 0
- Total Assets: $226,339
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. |
|---|---|---|---|---|
| 2023 | 0 | $226,339 | -$69,485 | $0 |
| 2022 | 1,013 | $20.4M | $183,612 | $345,601 |
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 |
|---|---|---|---|---|
| PRUDENTIAL RETIREMENT INSURANCE AND | Other Service Provider | $141,927 | — | $141,927 |
| FISHER & PHILLIPS LLP | Other Service Provider | $34,052 | — | $34,052 |
| PATRICIA COLEMAN WORLE | Other Service Provider | $23,400 | — | $23,400 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $199,379
- Estimated Expense Ratio: 88.089% 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 |
|---|---|---|---|---|---|
| 2023 | $206,609 | $4,167 | $141,929 | $25,561 | — |
| 2022 | $183,877 | $12,500 | $153,274 | — | $16,000 |