Plan Snapshot
- Plan Sponsor: Carylon Corporation
- Sponsor EIN: 362148463
- Sponsor Address: 2500 W ARTHINGTON ST, CHICAGO, IL, 60612
- Plan Type: 401(k)
- Total Participants: 775
- Total Assets: $32.6M
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 | 775 | $32.6M | $60,724 | $3.2M |
| 2023 | 990 | $27.6M | $63,158 | $2.7M |
| 2022 | 914 | $21.9M | $87,131 | $2.7M |
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 | $9,948 | — | $9,948 |
| OSTROW REISIN BERK & ABRAMS, LTD. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- OSTROW REISIN BERK & ABRAMS, LTD. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $9,948
- Estimated Expense Ratio: 0.031% 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 | $9,948 | — | — | — | — |
| 2023 | $9,703 | — | — | — | — |
| 2022 | $9,708 | — | — | — | — |