Plan Snapshot
- Plan Sponsor: Euclid Insurance Services, INC.
- Sponsor EIN: 362533337
- Sponsor Address: 234 SPRING LAKE DRIVE, ITASCA, IL, 60143
- Plan Type: 401(k)
- Total Participants: 175
- Total Assets: $33.2M
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 | 175 | $33.2M | $1.4M | $2.2M |
| 2023 | 172 | $25.6M | $1.4M | $2.2M |
| 2022 | 186 | $20.3M | $1.2M | $2.1M |
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 |
|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | Other Service Provider | $84,202 | $53 | $84,255 |
| USI ADVISORS,INC. | Other Service Provider | — | $41,818 | $41,818 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $126,073
- Estimated Expense Ratio: 0.379% 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 | $84,201 | $2,701 | $81,250 | — | — |
| 2023 | $85,936 | $2,486 | $83,000 | — | — |
| 2022 | $85,316 | — | — | — | — |