Plan Snapshot
- Plan Sponsor: Association For Individual Development
- Sponsor EIN: 362472748
- Sponsor Address: 309 W. NEW INDIAN TRAIL, AURORA, IL, 60506
- Plan Type: DC
- Total Participants: 645
- Total Assets: $18.2M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 645 | $18.2M | $960,867 | $1.2M |
| 2023 | 586 | $15.9M | $864,419 | $954,965 |
| 2022 | 552 | $13.2M | $665,252 | $815,254 |
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 |
|---|---|---|---|---|
| SIKICH CPA LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SIKICH CPA LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $36,244 | — | — | — | — |
| 2023 | $30,686 | — | — | — | — |
| 2022 | $24,045 | $10,080 | — | — | — |