Plan Snapshot
- Plan Sponsor: Custom Data Processing
- Sponsor EIN: 363022123
- Sponsor Address: 1408 JOLIET ROAD, ROMEOVILLE, IL, 60446
- Plan Type: 401(k)
- Total Participants: 135
- Total Assets: $24.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 135 | $24.4M | $235,235 | $1.2M |
| 2023 | 151 | $21.4M | $464,121 | $1.1M |
| 2022 | 129 | $17.7M | $427,547 | $1.0M |
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 |
|---|---|---|---|---|
| CHERRY BEKAERT | 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 | $95,005 | $11,004 | — | — | — |
| 2023 | $86,678 | $8,839 | — | $7,000 | — |
| 2022 | $77,427 | — | $77,427 | — | — |