Plan Snapshot
- Plan Sponsor: Deutsche Boerse Systems, INC.
- Sponsor EIN: 364388576
- Sponsor Address: 233 SOUTH WACKER DRIVE, CHICAGO, IL, 60606
- Plan Type: 401(k)
- Total Participants: 112
- Total Assets: $22.4M
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 | 112 | $22.4M | $667,788 | $1.4M |
| 2023 | 111 | $20.5M | $688,784 | $1.3M |
| 2022 | 104 | $17.6M | $681,026 | $1.2M |
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 |
|---|---|---|---|---|
| J.S. RICHTER | 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 | $48,070 | $45,774 | — | — | — |
| 2023 | $41,353 | $39,104 | — | — | — |
| 2022 | $39,931 | — | — | — | — |