Plan Snapshot
- Plan Sponsor: Abbott Laboratories Ees C/U
- Sponsor EIN: 363679911
- Sponsor Address: 325 TRI STATE PARKWAY, GURNEE, IL, 60031
- Plan Type: 401(k)
- Total Participants: 94
- Total Assets: $13.7M
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 | 94 | $13.7M | $324,395 | $648,367 |
| 2023 | 95 | $12.1M | $307,671 | $604,965 |
| 2022 | 95 | $9.7M | $293,780 | $585,980 |
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 |
|---|---|---|---|---|
| LION STREET ADVISORS, LLC | Investment Advisor | $24,782 | — | $24,782 |
| ADP, INC. | Recordkeeper | $15,426 | — | $15,426 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LION STREET ADVISORS, LLC — Investment Advisor
- ADP, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $40,208
- Estimated Expense Ratio: 0.293% 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 | $40,209 | $24,782 | — | — | — |
| 2023 | $32,194 | $20,263 | — | — | — |
| 2022 | $2,192 | — | — | — | — |