Plan Snapshot
- Plan Sponsor: Entact, LLC
- Sponsor EIN: 770594061
- Sponsor Address: 999 OAKMONT PLAZA DRIVE, WESTMONT, IL, 60559
- Plan Type: 401(k)
- Total Participants: 689
- Total Assets: $52.9M
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 | 689 | $52.9M | $1.6M | $4.1M |
| 2023 | 771 | $44.7M | $520,661 | $3.7M |
| 2022 | 791 | $30.7M | $531,148 | $2.9M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $142,751 | — | $142,751 |
| CREATIVE PLANNING, INC. | INVESTMENT ADVISORY | — | $67,567 | $67,567 |
| BAKER TILLY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CREATIVE PLANNING, INC. — INVESTMENT ADVISORY
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $210,318
- Estimated Expense Ratio: 0.398% 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 | $142,751 | — | $142,751 | — | — |
| 2023 | $150,088 | — | $150,088 | — | — |
| 2022 | $104,641 | — | $104,641 | — | — |