Plan Snapshot
- Plan Sponsor: Cresset Administrative Services Corporation
- Sponsor EIN: 832030745
- Sponsor Address: 444 W LAKE STREET SUITE 4700, CHICAGO, IL, 60606
- Plan Type: 401(k)
- Total Participants: 524
- Total Assets: $48.1M
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 | 524 | $48.1M | $1.3M | $6.6M |
| 2023 | 450 | $31.4M | $1.2M | $5.6M |
| 2022 | 361 | $18.3M | $861,615 | $4.0M |
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 |
|---|---|---|---|---|
| MILLER COOPER & CO., LTD | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLER COOPER & CO., LTD — Auditor
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 | $87,283 | — | — | — | — |
| 2023 | $73,681 | — | — | — | — |
| 2022 | $66,180 | — | $3,094 | — | — |