Plan Snapshot
- Plan Sponsor: Abercrombie & Kent Usa, LLC
- Sponsor EIN: 362771967
- Sponsor Address: 1411 OPUS PLACE EXECUTIVE TOWERS WE, DOWNERS GROVE, IL, 60515
- Plan Type: 401(k)
- Total Participants: 387
- Total Assets: $33.6M
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 | 387 | $33.6M | $883,771 | $2.3M |
| 2023 | 362 | $27.4M | $662,862 | $2.1M |
| 2022 | 276 | $25.7M | $450,995 | $1.4M |
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 |
|---|---|---|---|---|
| GRANT THORNTON LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GRANT THORNTON 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 | $93,212 | $59,765 | — | — | — |
| 2023 | $79,541 | $61,108 | — | — | — |
| 2022 | $79,752 | $59,690 | $20,062 | — | — |