Plan Snapshot
- Plan Sponsor: Bill Doran LLC
- Sponsor EIN: 362086467
- Sponsor Address: 619 W. JEFFERSON STREET, ROCKFORD, IL, 61103
- Plan Type: 401(k)
- Total Participants: 493
- Total Assets: $10.8M
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 | 493 | $10.8M | $46,963 | $776,831 |
| 2023 | 491 | $9.6M | $43,861 | $770,445 |
| 2022 | 496 | $8.0M | $39,327 | $690,650 |
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 |
|---|---|---|---|---|
| WIPFLI LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WIPFLI LLP — 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 | $64,976 | $22,425 | $10,604 | — | — |
| 2023 | $56,708 | — | $56,708 | — | — |
| 2022 | $46,056 | — | $46,056 | — | — |