Plan Snapshot
- Plan Sponsor: Cassiday Schade LLP
- Sponsor EIN: 363041539
- Sponsor Address: 222 W. ADAMS STREET, CHICAGO, IL, 60606
- Plan Type: 401(k)
- Total Participants: 163
- Total Assets: $55.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 163 | $55.4M | $925,943 | $1.4M |
| 2023 | 149 | $48.3M | $933,087 | $1.2M |
| 2022 | 138 | $40.4M | $1.0M | $1.2M |
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 |
|---|---|---|---|---|
| CRAY, KAISER LTD | 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 | $6,218 | $4,814 | — | — | — |
| 2023 | $7,422 | $5,709 | — | — | — |
| 2022 | $19,748 | $6,913 | — | — | — |