Plan Snapshot
- Plan Sponsor: Blitt And Gaines, P.C.
- Sponsor EIN: 363871864
- Sponsor Address: 775 CORPORATE WOODS PARKWAY, VERNON HILLS, IL, 60061
- Plan Type: 401(k)
- Total Participants: 245
- Total Assets: $14.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 245 | $14.5M | $706,019 | $861,987 |
| 2023 | 223 | $11.7M | $668,072 | $767,374 |
| 2022 | 202 | $8.8M | $626,979 | $666,925 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN 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 | $45,511 | $38,191 | — | — | — |
| 2023 | $38,519 | $31,474 | — | — | — |
| 2022 | $33,087 | $27,241 | — | — | $5,846 |