Plan Snapshot
- Plan Sponsor: Big Blue Swim School Holdco
- Sponsor EIN: 371903582
- Sponsor Address: 4207 N WESTERN AVE, CHICAGO, IL, 606182815
- Plan Type: 401(k)
- Total Participants: 332
- Total Assets: $1.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 332 | $1.9M | $294,695 | $580,491 |
| 2023 | 154 | $1.2M | $110,495 | $425,257 |
| 2022 | 140 | $623,083 | $107,404 | $236,607 |
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 |
|---|---|---|---|---|
| PRICEKUBECKA, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRICEKUBECKA, 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 | $38,303 | $1,510 | $35,283 | — | — |
| 2023 | $16,661 | $841 | $14,979 | — | — |
| 2022 | $14,064 | $452 | $13,160 | — | $452 |