# Counseling Connection, INC. 401(k) Plan
Source: https://planprovider.pro/companies/counseling-connection-inc-plan-001

> Counseling Connection, INC.'s 401(k) plan: 261 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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