Plan Snapshot
- Plan Sponsor: Bankfinancial, NA
- Sponsor EIN: 361570375
- Sponsor Address: 6415 WEST 95TH STREET, CHICAGO RIDGE, IL, 60415
- Plan Type: 401(k)
- Total Participants: 209
- Total Assets: $39.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 209 | $39.8M | $337,376 | $1.2M |
| 2023 | 206 | $35.1M | $336,128 | $1.2M |
| 2022 | 201 | $31.0M | $270,590 | $1.1M |
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 |
|---|---|---|---|---|
| CARON & BLETZER, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CARON & BLETZER, PLLC — 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 | $86,379 | — | $86,379 | — | — |
| 2023 | $87,103 | $9 | $86,194 | — | — |
| 2022 | $57,074 | — | — | — | — |