Plan Snapshot
- Plan Sponsor: Alfred Benesch & Company
- Sponsor EIN: 362407363
- Sponsor Address: 35 WEST WACKER DRIVE, CHICAGO, IL, 60601
- Plan Type: 401(k)
- Total Participants: 1,060
- Total Assets: $336.3M
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 | 1,060 | $336.3M | $12.2M | $11.5M |
| 2023 | 1,033 | $277.3M | $10.7M | $9.9M |
| 2022 | 900 | $228.8M | $9.4M | $8.3M |
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 |
|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | Other Service Provider | $78,494 | — | $78,494 |
| ERISA INC | Recordkeeper | — | $57,903 | $57,903 |
| ROTHSCHILD INVESTEMENT CORP | Other Service Provider | $42,500 | — | $42,500 |
| MMA | Auditor | $16,900 | — | $16,900 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $195,797
- Estimated Expense Ratio: 0.058% 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 | $483,389 | $140,300 | $279,712 | — | — |
| 2023 | $357,920 | $125,511 | $225,909 | — | — |
| 2022 | $338,682 | $58,983 | $279,699 | — | — |