Plan Snapshot
- Plan Sponsor: Abc Plumbing, Heating, Cooling & Electric, INC.
- Sponsor EIN: 362665333
- Sponsor Address: 220 WEST CAMPUS DRIVE, ARLINGTON HEIGHTS, IL, 60004
- Plan Type: 403(b)
- Total Participants: 263
- Total Assets: $10.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 263 | $10.6M | $627,863 | $712,724 |
| 2023 | 262 | $9.7M | $617,931 | $807,469 |
| 2022 | 234 | $7.0M | $478,923 | $701,814 |
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 |
|---|---|---|---|---|
| APRIO LLP | Auditor | $22,111 | — | $22,111 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- APRIO LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $22,111
- Estimated Expense Ratio: 0.208% 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 | $90,160 | $38,293 | $29,756 | $22,111 | — |
| 2023 | $56,428 | — | $56,428 | — | — |
| 2022 | $41,231 | — | $41,231 | — | — |