Plan Snapshot
- Plan Sponsor: Eagle Seven
- Sponsor EIN: 273706077
- Sponsor Address: 550 W. JACKSON BOULEVARD, CHICAGO, IL, 60661
- Plan Type: 401(k)
- Total Participants: 119
- Total Assets: $30.6M
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 | 119 | $30.6M | $1.1M | $2.0M |
| 2023 | 119 | $23.9M | $1.0M | $1.9M |
| 2022 | 108 | $17.6M | $901,470 | $1.6M |
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 |
|---|---|---|---|---|
| SMITH & HOWARD PC | 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 | $63,175 | $52,505 | $10,415 | — | — |
| 2023 | $50,594 | $38,573 | $12,021 | — | — |
| 2022 | $41,864 | $33,281 | $8,583 | — | — |