Plan Snapshot
- Plan Sponsor: Codilis & Associates, P.C.
- Sponsor EIN: 363258748
- Sponsor Address: 15 W 030 NORTH FRONTAGE ROAD, BURR RIDGE, IL, 60527
- Plan Type: 401(k)
- Total Participants: 293
- Total Assets: $37.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 293 | $37.2M | $294,190 | $1.1M |
| 2023 | 301 | $30.9M | $270,355 | $1.1M |
| 2022 | 293 | $25.9M | $234,839 | $997,048 |
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 |
|---|---|---|---|---|
| DEMARCO SCIACCOTTA WILKENS & DUNLEA | 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 | $97,730 | $63,109 | — | — | — |
| 2023 | $112,825 | $90,670 | — | — | — |
| 2022 | $102,692 | — | — | — | $15,996 |