Plan Snapshot
- Plan Sponsor: Analytics8, LLC
- Sponsor EIN: 203185454
- Sponsor Address: 55 E. MONROE ST., CHICAGO, IL, 60603
- Plan Type: 401(k)
- Total Participants: 96
- Total Assets: $11.5M
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 | 96 | $11.5M | $0 | $1.2M |
| 2023 | 134 | $10.6M | $230,022 | $1.4M |
| 2022 | 162 | $7.9M | $128,069 | $1.0M |
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 |
|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MGMT CO | ADVISOR | $23,693 | — | $23,693 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $21,314 | — | $21,314 |
| WEAVER AND TIDWELL, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NORTHWESTERN MUTUAL WEALTH MGMT CO — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- WEAVER AND TIDWELL, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $45,007
- Estimated Expense Ratio: 0.391% 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 | $45,007 | $23,693 | — | — | — |
| 2023 | $16,993 | $7,085 | — | — | — |
| 2022 | $356 | — | — | — | — |