Plan Snapshot
- Plan Sponsor: Doall Company
- Sponsor EIN: 362058122
- Sponsor Address: 100 LAKEVIEW PARKWAY, VERNON HILLS, IL, 60061
- Plan Type: 401(k)
- Total Participants: 422
- Total Assets: $36.8M
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 | 422 | $36.8M | $0 | $2.1M |
| 2023 | 445 | $34.9M | $6,326 | $2.1M |
| 2022 | 468 | $33.2M | $30 | $2.0M |
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 |
|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | ADVISOR | $55,000 | — | $55,000 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $47,893 | — | $47,893 |
| PLANTE MORAN PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GLOBAL RETIREMENT PARTNERS LLC — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- PLANTE MORAN PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $102,893
- Estimated Expense Ratio: 0.279% of plan assets
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 | $102,893 | $55,000 | — | — | — |
| 2023 | $95,664 | $55,000 | — | — | — |
| 2022 | $106,457 | — | — | — | — |