Plan Snapshot
- Plan Sponsor: Backlund Investment Co
- Sponsor EIN: 370898008
- Sponsor Address: 4818 NORTH PROSPECT ROAD, PEORIA HEIGHTS, IL, 61616
- Plan Type: DC
- Total Participants: 151
- Total Assets: $23.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 151 | $23.0M | $302,254 | $0 |
| 2023 | 146 | $21.5M | $285,298 | $0 |
| 2022 | 149 | $20.5M | $281,039 | $0 |
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 | $13,684 | — | $13,684 |
| 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: $13,684
- Estimated Expense Ratio: 0.059% 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 | $23,360 | $2,390 | — | — | — |
| 2023 | $27,145 | $5,113 | — | — | — |
| 2022 | $25,421 | — | — | — | $25,421 |