Plan Snapshot
- Plan Sponsor: Careerbuilder, LLC
- Sponsor EIN: 680516495
- Sponsor Address: 200 NORTH LASALLE STREET SUITE 1100, CHICAGO, IL, 60601
- Plan Type: 401(k)
- Total Participants: 141
- Total Assets: $106.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 141 | $106.8M | $693,276 | $1.8M |
| 2023 | 213 | $106.9M | $1.2M | $2.8M |
| 2022 | 419 | $99.0M | $817,806 | $4.8M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $115,410 | — | $115,410 |
| MORGAN STANLEY | Investment Advisor | $55,000 | — | $55,000 |
| EMPOWER ADVISORY GROUP, LLC | Investment Advisor | $18,130 | — | $18,130 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $188,540
- 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 | $189,085 | $73,130 | — | — | — |
| 2023 | $194,390 | $74,829 | — | — | — |
| 2022 | $191,107 | $73,080 | $117,727 | — | — |