Plan Snapshot
- Plan Sponsor: Chicago Clinical Laboratories, Ltd
- Sponsor EIN: 363485686
- Sponsor Address: 306 ERA DRIVE, NORTHBROOK, IL, 60062
- Plan Type: 401(k)
- Total Participants: 139
- Total Assets: $9.8M
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 | 139 | $9.8M | $45,324 | $356,772 |
| 2023 | 133 | $9.2M | $44,214 | $351,850 |
| 2022 | 151 | $8.7M | $44,322 | $359,589 |
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 |
|---|---|---|---|---|
| CASSELL PLAN AUDITS, P.C. | 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 | $43,504 | $8,106 | — | — | — |
| 2023 | $41,794 | $7,867 | — | — | — |
| 2022 | $47,504 | — | $47,504 | — | — |