Plan Snapshot
- Plan Sponsor: B.F. Shaw Printing Company
- Sponsor EIN: 361763240
- Sponsor Address: 7717 S. ROUTE 31, CRYSTAL LAKE, IL, 60014
- Plan Type: 401(k)
- Total Participants: 254
- Total Assets: $26.8M
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 | 254 | $26.8M | $141,282 | $832,687 |
| 2023 | 231 | $26.5M | $143,145 | $874,072 |
| 2022 | 263 | $25.5M | $146,840 | $880,099 |
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 |
|---|---|---|---|---|
| MESIROW FINANCIAL | NONE | $55,708 | — | $55,708 |
| NATIONWIDE | NONE | $35,924 | — | $35,924 |
| HOWARD SIMON & ASSOCIATES, INC. | NONE | $25,186 | — | $25,186 |
| WAY, RAY, SHELTON, & CO., P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NATIONWIDE — NONE
- WAY, RAY, SHELTON, & CO., P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $116,818
- Estimated Expense Ratio: 0.435% 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 | $116,818 | $103,727 | $8,378 | — | — |
| 2023 | $124,702 | $99,654 | $7,512 | — | — |
| 2022 | $127,419 | — | — | — | $127,419 |