Plan Snapshot
- Plan Sponsor: Colonial Brick Company, INC.
- Sponsor EIN: 362691076
- Sponsor Address: 2222 SOUTH HALSTED ST, CHICAGO, IL, 60608
- Plan Type: 401(k)
- Total Participants: 525
- Total Assets: $5.7M
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 | 525 | $5.7M | $254,691 | $656,551 |
| 2023 | 417 | $5.2M | $246,298 | $629,759 |
| 2022 | 401 | $4.0M | $227,531 | $572,574 |
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 |
|---|---|---|---|---|
| LPL FINANCIAL LLC | ADVISOR | — | $13,308 | $13,308 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $5,657 | — | $5,657 |
| FGMK, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LPL FINANCIAL LLC — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- FGMK, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $18,965
- Estimated Expense Ratio: 0.331% 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 | $5,657 | — | — | — | — |
| 2023 | $10,867 | — | — | — | — |
| 2022 | $16,586 | — | — | — | — |