Plan Snapshot
- Plan Sponsor: Agencyea
- Sponsor EIN: 364345593
- Sponsor Address: 311 WEST WALTON STREET, CHICAGO, IL, 60610
- Plan Type: 401(k)
- Total Participants: 78
- Total Assets: $6.4M
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 | 78 | $6.4M | $207,621 | $707,033 |
| 2023 | 97 | $4.9M | $206,558 | $696,689 |
| 2022 | 95 | $3.6M | $167,900 | $572,774 |
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 |
|---|---|---|---|---|
| CASSELL PLAN AUDITS | 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 | $8,392 | $10 | $2,150 | — | — |
| 2023 | $5,361 | — | — | — | — |
| 2022 | $4,893 | — | — | — | $4,893 |