Plan Snapshot
- Plan Sponsor: Chicago Review Press, INC.
- Sponsor EIN: 362812923
- Sponsor Address: INDEPENDENT PUBLISHERS GROUP, CHICAGO, IL, 60610
- Plan Type: 401(k)
- Total Participants: 148
- Total Assets: $12.2M
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 | 148 | $12.2M | $277,642 | $531,311 |
| 2023 | 169 | $12.4M | $275,108 | $535,292 |
| 2022 | 171 | $10.8M | $302,375 | $577,296 |
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 |
|---|---|---|---|---|
| ADP, INC. | Recordkeeper | $24,786 | — | $24,786 |
| FORVIS MAZARS LLP | Auditor | $17,140 | — | $17,140 |
| MORGAN STANLEY SMITH BARNEY | Investment Advisor | $8,628 | — | $8,628 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — Recordkeeper
- FORVIS MAZARS LLP — Auditor
- MORGAN STANLEY SMITH BARNEY — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $50,554
- Estimated Expense Ratio: 0.415% 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 | $50,555 | $8,629 | — | $17,170 | — |
| 2023 | $64,375 | $39,830 | — | — | — |
| 2022 | $129,456 | — | — | — | — |