Plan Snapshot
- Plan Sponsor: By Your Side, LLC
- Sponsor EIN: 264629421
- Sponsor Address: 1300 REMINGTON ROAD, SUITE K, SCHAUMBURG, IL, 60173
- Plan Type: 401(k)
- Total Participants: 392
- Total Assets: $1.6M
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 | 392 | $1.6M | $15,835 | $321,638 |
| 2023 | 396 | $1.3M | $22,822 | $215,030 |
| 2022 | 391 | $988,727 | $24,282 | $269,016 |
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 |
|---|---|---|---|---|
| COULTER & JUSTUS | Auditor | — | — | $0 |
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 | $19,785 | $1,980 | — | — | — |
| 2023 | $16,369 | — | — | — | — |
| 2022 | $15,534 | — | $15,534 | — | — |