Plan Snapshot
- Plan Sponsor: At World Properties, LLC
- Sponsor EIN: 364357214
- Sponsor Address: 806 N. PEORIA STREET, CHICAGO, IL, 60642
- Plan Type: 401(k)
- Total Participants: 456
- Total Assets: $17.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 456 | $17.1M | $805 | $2.5M |
| 2023 | 455 | $14.2M | $2,743 | $2.3M |
| 2022 | 452 | $8.8M | $597,121 | $2.1M |
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 |
|---|---|---|---|---|
| NEWPORT GROUP, INC. | RECORDKEEPER | $11,312 | — | $11,312 |
| CASSELL PLAN AUDITS | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $11,312
- Estimated Expense Ratio: 0.066% 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 | $11,312 | — | $960 | — | — |
| 2023 | $23,159 | — | $2,460 | — | — |
| 2022 | $34,373 | $28,898 | $5,475 | — | — |