Plan Snapshot
- Plan Sponsor: C.E. Niehoff & Co.
- Sponsor EIN: 202346619
- Sponsor Address: 2021 LEE STREET, EVANSTON, IL, 60202
- Plan Type: 401(k)
- Plan Number: 003
- Total Participants: 365
- Total Assets: $82.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 365 | $82.7M | $1.0M | $0 |
| 2023 | 324 | $73.6M | $1.0M | $0 |
| 2022 | 322 | $63.2M | $750,000 | $0 |
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 |
|---|---|---|---|---|
| OLD NATIONAL WEALTH MANAGEMENT | Custodian / Trustee | $115,174 | — | $115,174 |
| SIKICH CPA LLC | Auditor | $20,000 | — | $20,000 |
| VALUATION RESEARCH COMPANY | Other Service Provider | $19,589 | — | $19,589 |
| NEWPORT | Recordkeeper | $17,365 | — | $17,365 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SIKICH CPA LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $172,128
- Estimated Expense Ratio: 0.208% 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 | $172,430 | — | — | $20,000 | — |
| 2023 | $119,903 | — | — | $20,000 | — |
| 2022 | $105,954 | — | $105,954 | — | — |