# Backlund Investment Co 401(k) Plan
Source: https://planprovider.pro/companies/backlund-investment-co-plan-003

> Backlund Investment Co's 401(k) plan: 149 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/epic-retirement-plan-services) — NONE

- [CLIFTONLARSONALLENLLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — 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|—|—|—|

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