Plan Snapshot
- Plan Sponsor: Counseling Connection, INC.
- Sponsor EIN: 363300648
- Sponsor Address: 900 TECHNOLGOY WAY, SUITE 320, LIBERTYVILLE, IL, 60048
- Plan Type: 401(k)
- Total Participants: 261
- Total Assets: $7.7M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 261 | $7.7M | $0 | $639,267 |
| 2023 | 257 | $6.1M | $0 | $521,799 |
| 2022 | 234 | $5.0M | $0 | $503,637 |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | 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 | $29,025 | $29,025 | — | — | — |
| 2023 | $49,037 | — | $49,037 | — | — |
| 2022 | $44,365 | — | $44,365 | — | — |