Plan Snapshot
- Plan Sponsor: Civis Analytics, INC.
- Sponsor EIN: 462018701
- Sponsor Address: 200 W MONROE STREET, CHICAGO, IL, 60606
- Plan Type: 401(k)
- Total Participants: 46
- Total Assets: $14.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 46 | $14.5M | $80,043 | $659,877 |
| 2023 | 61 | $13.1M | $90,164 | $1.0M |
| 2022 | 115 | $12.4M | $187,788 | $1.7M |
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 |
|---|---|---|---|---|
| PRICEKUBECKA, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRICEKUBECKA, PLLC — Auditor
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 | $65,413 | $34,521 | $30,892 | — | — |
| 2023 | $23,915 | $7,621 | $16,294 | — | — |
| 2022 | $4,500 | — | $4,500 | — | — |