Plan Snapshot
- Plan Sponsor: Bulley And Andrews, LLC
- Sponsor EIN: 360853340
- Sponsor Address: 1755 WEST ARMITAGE AVENUE, CHICAGO, IL, 60622
- Plan Type: 401(k)
- Total Participants: 177
- Total Assets: $35.0M
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 | 177 | $35.0M | $787,640 | $2.3M |
| 2023 | 161 | $28.2M | $608,302 | $1.6M |
| 2022 | 139 | $22.4M | $285,243 | $1.5M |
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 |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | NONE | $36,663 | — | $36,663 |
| SAGEVIEW ADVISORY GROUP | NONE | $25,171 | — | $25,171 |
| GIMBEL ABRAMS+SINGER LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — NONE
- SAGEVIEW ADVISORY GROUP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $61,834
- Estimated Expense Ratio: 0.177% 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 | $61,633 | — | — | — | — |
| 2023 | $32,044 | — | — | — | — |
| 2022 | $13,365 | — | — | — | — |