Plan Snapshot
- Plan Sponsor: Barack Ferrazzano Kirschbaum & Nagelberg LLP
- Sponsor EIN: 363330098
- Sponsor Address: 200 WEST MADISON STREET, SUITE 3900, CHICAGO, IL, 606063465
- Plan Type: DC
- Total Participants: 119
- Total Assets: $112.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 119 | $112.9M | $817,125 | $1.9M |
| 2023 | 120 | $94.8M | $889,293 | $1.9M |
| 2022 | 114 | $76.4M | $707,254 | $1.6M |
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 |
|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES LLC | NONE | $74,243 | — | $74,243 |
| PEB CAPITAL MANAGEMENT LLC | NONE | $17,509 | — | $17,509 |
| MERRILL LYNCH | NONE | $9,354 | — | $9,354 |
| THE COLONY GGROUP LLC | NONE | $6,401 | — | $6,401 |
| WIPFLI, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MERRILL LYNCH — NONE
- WIPFLI, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $107,507
- Estimated Expense Ratio: 0.095% 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 | $112,281 | — | $74,243 | — | — |
| 2023 | $129,595 | $30,431 | $98,167 | — | — |
| 2022 | $115,530 | $39,126 | $75,627 | — | — |