Plan Snapshot
- Plan Sponsor: Advance Trading, INC.
- Sponsor EIN: 371117051
- Sponsor Address: 1625 COMMERCE PARKWAY, BLOOMINGTON, IL, 617049608
- Plan Type: 401(k)
- Total Participants: 78
- Total Assets: $98.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 78 | $98.3M | $394,245 | $958,200 |
| 2023 | 96 | $85.6M | $411,374 | $997,632 |
| 2022 | 113 | $88.3M | $464,907 | $1.2M |
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 |
|---|---|---|---|---|
| STRIEGEL KNOBLOCH & COMPANY LLC | Auditor | — | — | $0 |
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 | $124,311 | $36,637 | $87,654 | — | — |
| 2023 | $129,503 | $39,995 | $89,508 | — | — |
| 2022 | $183,969 | $89,871 | $94,098 | — | — |