# Aldridge Group, LLC 401(k) Plan
Source: https://planprovider.pro/companies/aldridge-group-llc-401k-plan

> Aldridge Group, LLC's 401(k) plan: 532 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$106,586|—|$106,586|

| RBC CAPITAL MARKETS LLC|INVESTMENT ADVISOR|$77,147|—|$77,147|

| THE VANDERBLOEMEN GROUP LLC|OTHER|$23,900|—|$23,900|

| ADMINISTRATIVE FIDUCIARY SERVICES I|OTHER|$8,852|—|$8,852|

| 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:** $216,485

- **Estimated Expense Ratio:** 0.185% 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|$216,487|$77,147|—|—|—|

| 2023|$170,183|$66,741|—|$22,000|—|

| 2022|$268,783|$192,012|$46,127|—|$27,556|

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