Plan Snapshot
- Plan Sponsor: Comptia
- Sponsor EIN: 061058206
- Sponsor Address: 1 MID AMERICA PLAZA, OAKBROOK TERRACE, IL, 601814703
- Plan Type: 401(k)
- Total Participants: 441
- Total Assets: $84.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 441 | $84.9M | $3.5M | $5.2M |
| 2023 | 470 | $72.0M | $3.2M | $4.7M |
| 2022 | 309 | $51.6M | $2.1M | $3.0M |
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 |
|---|---|---|---|---|
| CROWE LLP | 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 | -$52,880 | $25,670 | — | — | — |
| 2023 | $60,743 | $19,712 | — | — | — |
| 2022 | -$47,788 | $14,395 | — | — | — |