Plan Snapshot
- Plan Sponsor: Blue Plate Catering, Ltd.
- Sponsor EIN: 363930035
- Sponsor Address: 1362 W. FULTON ST., CHICAGO, IL, 606071124
- Plan Type: 401(k)
- Total Participants: 334
- Total Assets: $3.2M
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 | 334 | $3.2M | $0 | $275,170 |
| 2023 | 298 | $2.8M | $0 | $192,402 |
| 2022 | 227 | $2.4M | $0 | $124,634 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $20,785 | — | $20,785 |
| MERRILL LYNCH PIERCE FENNER & SMITH | CONSULTANT | $9,130 | $12 | $9,142 |
| PLANTE & MORAN, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PLANTE & MORAN, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $29,927
- Estimated Expense Ratio: 0.938% 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 | $29,923 | $4,283 | $20,786 | — | — |
| 2023 | $25,196 | $3,658 | $17,453 | — | — |
| 2022 | $21,430 | $3,839 | $13,240 | — | $4,351 |