# Analytics8, LLC 401(k) Plan
Source: https://planprovider.pro/companies/analytics8-llc-401k-plan

> Analytics8, LLC's 401(k) plan: 96 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/northwestern-mutual) — ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [WEAVER AND TIDWELL, LLP](https://planprovider.pro/provider/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|—|—|—|—|

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