Plan Snapshot
- Plan Sponsor: Environmental Systems Design, INC.
- Sponsor EIN: 362613805
- Sponsor Address: 233 S WACKER DRIVE, CHICAGO, IL, 606066368
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $64.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 0 | $64.1M | $0 | $0 |
| 2023 | 250 | $65.7M | $683,248 | $2.5M |
| 2022 | 296 | $57.8M | $993,352 | $3.9M |
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 |
|---|---|---|---|---|
| MMA SECURITIES | ADVISOR | $38,500 | — | $38,500 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $9,098 | — | $9,098 |
| OSTROW REISIN BERK AND ABRAMS LTD. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MMA SECURITIES — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- OSTROW REISIN BERK AND ABRAMS LTD. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $47,598
- Estimated Expense Ratio: 0.074% 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 | $52,554 | $43,455 | — | — | — |
| 2023 | $57,195 | $43,667 | — | — | — |
| 2022 | $55,287 | $2,548 | — | — | — |