Plan Snapshot
- Plan Sponsor: Ericjon World Wide Holdings, INC.
- Sponsor EIN: 844316046
- Sponsor Address: 1435 N. PLUM GROVE RD, STE C, SCHAUMBURG, IL, 60173
- Plan Type: 401(k)
- Total Participants: 112
- Total Assets: $12.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 112 | $12.1M | $402,073 | $902,485 |
| 2023 | 182 | $11.7M | $462,657 | $1.0M |
| 2022 | 172 | $8.9M | $412,292 | $902,316 |
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 |
|---|---|---|---|---|
| PBG FINANCIAL SERVICES PLLC | 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 | $65,759 | — | $65,759 | — | — |
| 2023 | $57,597 | — | $57,597 | — | — |
| 2022 | $49,357 | — | $49,357 | — | — |