Plan Snapshot
- Plan Sponsor: Apostolic Christian Lifepoints
- Sponsor EIN: 237033585
- Sponsor Address: 2073 VETERANS ROAD, MORTON, IL, 61550
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 327
- Total Assets: $12.2M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 327 | $12.2M | $716,426 | $534,451 |
| 2023 | 356 | $10.1M | $653,728 | $413,819 |
| 2022 | 330 | $8.5M | $607,000 | $325,902 |
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 |
|---|---|---|---|---|
| LPL FINANCIAL RPCP | Other Service Provider | $25,641 | — | $25,641 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $25,641
- Estimated Expense Ratio: 0.210% 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 | $26,741 | $25,641 | $1,100 | — | — |
| 2023 | $23,130 | $21,608 | $1,522 | — | — |
| 2022 | $18,273 | — | — | — | $18,273 |