Plan Snapshot
- Plan Sponsor: Fidelitone, LLC
- Sponsor EIN: 361616170
- Sponsor Address: 1260 KARL COURT, WAUCONDA, IL, 60084
- Plan Type: 401(k)
- Total Participants: 618
- Total Assets: $19.6M
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 | 618 | $19.6M | $611,484 | $1.7M |
| 2023 | 703 | $18.3M | $704,149 | $2.0M |
| 2022 | 754 | $15.1M | $651,393 | $1.7M |
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 |
|---|---|---|---|---|
| PLANTE & MORAN, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PLANTE & MORAN, PLLC — 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 | $125,379 | $34,984 | $90,395 | — | — |
| 2023 | $123,159 | $35,658 | $87,501 | — | — |
| 2022 | $121,486 | $34,310 | $87,176 | — | — |