Plan Snapshot
- Plan Sponsor: Bosch Security Systems, INC.
- Sponsor EIN: 113707780
- Sponsor Address: 2800 S 25TH AVE, BROADVIEW, IL, 601554532
- Plan Type: 401(k)
- Total Participants: 808
- Total Assets: $200.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 808 | $200.5M | $3.5M | $7.9M |
| 2023 | 798 | $188.6M | $3.8M | $8.2M |
| 2022 | 828 | $162.1M | $3.6M | $7.8M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $44,850 | — | $44,850 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $44,384 | — | $44,384 |
| PLANTE AND MORAN PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $89,234
- Estimated Expense Ratio: 0.045% 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 | $87,427 | $44,384 | — | — | — |
| 2023 | $65,372 | $39,876 | — | — | — |
| 2022 | $72,781 | $35,302 | — | — | — |