Plan Snapshot
- Plan Sponsor: Civiltech Engineering, INC.
- Sponsor EIN: 363606666
- Sponsor Address: TWO PIERCE PLACE SUITE 1400, ITASCA, IL, 60143
- Plan Type: DC
- Total Participants: 135
- Total Assets: $31.5M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 135 | $31.5M | $214,945 | $1.3M |
| 2023 | 136 | $26.7M | $199,105 | $1.1M |
| 2022 | 129 | $21.5M | $0 | $1.0M |
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 |
|---|---|---|---|---|
| ACEC RETIREMENT TRUST | OTHER | $37,501 | — | $37,501 |
| CASSELL PLAN AUDITS | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $37,501
- Estimated Expense Ratio: 0.119% 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 | $43,239 | $4,156 | — | — | — |
| 2023 | $34,757 | $3,312 | — | — | — |
| 2022 | $32,884 | — | $32,884 | — | — |