Plan Snapshot
- Plan Sponsor: Ejot Atf, LP
- Sponsor EIN: 363176753
- Sponsor Address: 3550 W PRATT AVE, LINCOLNWOOD, IL, 607123745
- Plan Type: 401(k)
- Total Participants: 319
- Total Assets: $27.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 319 | $27.7M | $592,407 | $1.7M |
| 2023 | 348 | $28.1M | $438,462 | $1.8M |
| 2022 | 348 | $24.5M | $424,458 | $1.7M |
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 |
|---|---|---|---|---|
| RSM US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RSM US LLP — 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 | $147,492 | $70,815 | $76,677 | — | — |
| 2023 | $128,607 | $66,961 | $61,646 | — | — |
| 2022 | $144,885 | $65,151 | $79,734 | — | — |