Plan Snapshot
- Plan Sponsor: Edward Don & Company
- Sponsor EIN: 362081964
- Sponsor Address: 9801 ADAM DON PKWY, WOODRIDGE, IL, 605178136
- Plan Type: 401(k)
- Total Participants: 116
- Total Assets: $7.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 116 | $7.0M | $0 | $0 |
| 2023 | 193 | $137.2M | $1.5M | $6.4M |
| 2022 | 1,185 | $117.5M | $1.6M | $6.0M |
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 |
|---|---|---|---|---|
| MILLER COOPER & CO., LTD | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLER COOPER & CO., LTD — 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 | $103,093 | — | $103,093 | — | — |
| 2023 | $76,865 | — | $76,865 | — | — |
| 2022 | $57,716 | — | $57,716 | — | — |