Plan Snapshot
- Plan Sponsor: Abelson-Taylor, INC.
- Sponsor EIN: 363108622
- Sponsor Address: 433 W VAN BUREN STREET, CHICAGO, IL, 606035300
- Plan Type: 401(k)
- Total Participants: 203
- Total Assets: $70.1M
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 | 203 | $70.1M | $648,541 | $2.7M |
| 2023 | 290 | $73.8M | $859,513 | $3.2M |
| 2022 | 288 | $62.0M | $822,084 | $2.9M |
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 | — | — | $0 |
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: $0
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 | $121,961 | $70,000 | — | — | — |
| 2023 | $112,843 | $70,000 | — | — | — |
| 2022 | $120,292 | — | — | — | — |