Plan Snapshot
- Plan Sponsor: Affinitiv, INC.
- Sponsor EIN: 813352377
- Sponsor Address: 1130 W LAKE COOK ROAD, BUFFALO GROVE, IL, 60089
- Plan Type: 401(k)
- Total Participants: 363
- Total Assets: $31.1M
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 | 363 | $31.1M | $673,834 | $2.3M |
| 2023 | 440 | $29.1M | $838,835 | $2.7M |
| 2022 | 506 | $25.3M | $799,891 | $2.7M |
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 |
|---|---|---|---|---|
| SIKICH CPA LLC | Auditor | $17,250 | — | $17,250 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SIKICH CPA LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $17,250
- Estimated Expense Ratio: 0.055% 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 | $92,754 | $35,000 | — | $17,250 | — |
| 2023 | $74,162 | $35,000 | $300 | — | — |
| 2022 | $85,554 | — | — | — | — |