Plan Snapshot
- Plan Sponsor: First Illinois Bancorp., INC.
- Sponsor EIN: 371057402
- Sponsor Address: 327 MISSOURI AVE., EAST ST. LOUIS, IL, 62201
- Plan Type: 401(k)
- Total Participants: 123
- Total Assets: $14.7M
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 | 123 | $14.7M | $335,737 | $440,611 |
| 2023 | 124 | $12.6M | $330,501 | $411,705 |
| 2022 | 119 | $10.3M | $256,216 | $401,820 |
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 |
|---|---|---|---|---|
| COMMERCE BANK | ADVISOR | $54,266 | — | $54,266 |
| ANDERS MINKLER HUBER & HELM LLP | AUDITOR | $10,000 | — | $10,000 |
| ANDERS, MINKLER, HUBER & HELM LLP | Auditor | $10,000 | — | $10,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ANDERS MINKLER HUBER & HELM LLP — AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $74,266
- Estimated Expense Ratio: 0.505% 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 | $65,556 | $54,266 | — | $10,000 | — |
| 2023 | $60,499 | $44,681 | — | $8,000 | — |
| 2022 | $52,232 | $43,819 | — | — | $7,200 |