Plan Snapshot
- Plan Sponsor: Aldridge Group, LLC
- Sponsor EIN: 464566651
- Sponsor Address: 844 EAST ROCKLAND RD, LIBERTYVILLE, IL, 60048
- Plan Type: 401(k)
- Total Participants: 532
- Total Assets: $116.8M
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 | 532 | $116.8M | $3.5M | $6.1M |
| 2023 | 492 | $98.1M | $3.2M | $5.3M |
| 2022 | 447 | $80.4M | $2.7M | $4.5M |
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 |
|---|---|---|---|---|
| VANDERBLOEMEN GROUP 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 | $216,487 | $77,147 | — | — | — |
| 2023 | $170,183 | $66,741 | — | $22,000 | — |
| 2022 | $268,783 | $192,012 | $46,127 | — | $27,556 |