# Batescarey LLP 401(k) Plan
Source: https://planprovider.pro/companies/batescarey-llp-plan

> Batescarey LLP's 401(k) plan: 94 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Batescarey LLP

- **Sponsor EIN:** 364321906

- **Sponsor Address:** 191 NORTH WACKER DRIVE, CHICAGO, IL, 606061615

- **Plan Type:** 401(k)

- **Total Participants:** 94

- **Total Assets:** $61.7M

## 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|94|$61.7M|$1.5M|$1.3M|

| 2023|88|$55.3M|$1.4M|$1.1M|

| 2022|86|$47.3M|$2.2M|$1.2M|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$141,728|—|$141,728|

| ONEDIGITAL INVESTMENT|INVESTMENT ADVISOR|$41,720|—|$41,720|

| HUNTER BENEFITS CONSULTING GROUP IN|THIRD PARTY ADMINISTRATO|$1,700|$29,091|$30,791|

| PORTE BROWN, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [PORTE BROWN, LLC](https://planprovider.pro/provider/porte-brown-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $214,239

- **Estimated Expense Ratio:** 0.347% 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|$140,570|—|$140,570|—|—|

| 2023|$119,262|—|$119,262|—|—|

| 2022|$116,148|—|—|—|$116,148|

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