Plan Snapshot
- Plan Sponsor: Ahead, INC.
- Sponsor EIN: 843489032
- Sponsor Address: 444 WEST LAKE ST. SUITE 3000, CHICAGO, IL, 60606
- Plan Type: 401(k)
- Total Participants: 1,639
- Total Assets: $176.3M
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 | 1,639 | $176.3M | $7.0M | $19.2M |
| 2023 | 1,768 | $136.2M | $7.5M | $19.8M |
| 2022 | 1,504 | $98.0M | $6.0M | $15.0M |
| 2020 | 1,005 | $57.6M | $0 | $0 |
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 |
|---|---|---|---|---|
| WIPFLI LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WIPFLI 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 | $544,986 | $269,222 | — | — | — |
| 2023 | $472,567 | $215,000 | — | — | — |
| 2022 | $497,392 | $242,712 | $254,680 | — | — |
| 2020 | $147,006 | $90,205 | $56,801 | — | — |