Plan Snapshot
- Plan Sponsor: Bd Of Trustees Metal Engravers
- Sponsor EIN: 362985801
- Sponsor Address: 909 LARCH AVE, ELMHURST, IL, 601261128
- Plan Type: DB
- Total Participants: 44
- Total Assets: $4.9M
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 | 44 | $4.9M | $214,108 | $121,555 |
| 2023 | 44 | $4.4M | $193,234 | $105,401 |
| 2022 | 45 | $3.9M | $198,721 | $113,065 |
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 |
|---|---|---|---|---|
| FRANK J BAKER & COMPANY, LTD. | Auditor | $15,135 | — | $15,135 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,135
- Estimated Expense Ratio: 0.308% 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 | $97,221 | $32,459 | — | $15,135 | — |
| 2023 | $91,976 | $28,266 | — | $15,100 | — |
| 2022 | $93,303 | $29,447 | — | — | $49,632 |