Plan Snapshot
- Plan Sponsor: Aftermath Services LLC
- Sponsor EIN: 461509720
- Sponsor Address: 75 EXECUTIVE DRIVE SUITE 200, AURORA, IL, 60504
- Plan Type: 401(k)
- Total Participants: 130
- Total Assets: $3.6M
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 | 130 | $3.6M | $171,472 | $248,295 |
| 2023 | 156 | $3.6M | $165,708 | $333,617 |
| 2022 | 162 | $2.8M | $135,234 | $328,017 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $16,560 | — | $16,560 |
| GLOBAL RETIREMENT PARTNERS LLC | Investment Advisor | $14,093 | — | $14,093 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $30,653
- Estimated Expense Ratio: 0.861% 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 | $47,097 | $16,687 | — | — | — |
| 2023 | $32,441 | $14,181 | — | — | — |
| 2022 | $27,704 | $12,173 | $15,531 | — | — |