Plan Snapshot
- Plan Sponsor: E-Telequote Insurance, INC.
- Sponsor EIN: 202312336
- Sponsor Address: 222 W MERCHANDISE MART, CHICAGO, IL, 60654
- Plan Type: 401(k)
- Total Participants: 528
- Total Assets: $4.9M
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 | 528 | $4.9M | $336,319 | $680,004 |
| 2023 | 567 | $3.8M | $302,483 | $605,476 |
| 2022 | 397 | $2.8M | $314,433 | $660,990 |
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 |
|---|---|---|---|---|
| H2R CPA | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- H2R CPA — 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 | $22,606 | — | $22,606 | — | — |
| 2023 | $13,533 | — | $13,533 | — | — |
| 2022 | $23,356 | — | $23,356 | — | — |