Plan Snapshot
- Plan Sponsor: Backlund Investment Co
- Sponsor EIN: 370898008
- Sponsor Address: 4818 NORTH PROSPECT ROAD, PEORIA HEIGHTS, IL, 61616
- Plan Type: 401(k)
- Total Participants: 149
- Total Assets: $42.8M
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 | 149 | $42.8M | $308,762 | $739,048 |
| 2023 | 146 | $38.5M | $224,976 | $687,728 |
| 2022 | 149 | $33.8M | $248,180 | $597,915 |
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 |
|---|---|---|---|---|
| EPIC RETIREMENT PLAN SERVICES | NONE | $27,633 | — | $27,633 |
| CLIFTONLARSONALLENLLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EPIC RETIREMENT PLAN SERVICES — NONE
- CLIFTONLARSONALLENLLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $27,633
- Estimated Expense Ratio: 0.065% 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 | $65,761 | $24,322 | — | — | — |
| 2023 | $58,458 | $20,975 | — | — | — |
| 2022 | $61,964 | $21,353 | — | — | — |