Plan Snapshot
- Plan Sponsor: Fitch, Even, Tabin & Flannery LLP
- Sponsor EIN: 362151735
- Sponsor Address: 120 S. LASALLE STREET, SUITE 2100, CHICAGO, IL, 60603
- Plan Type: 401(k)
- Total Participants: 92
- Total Assets: $58.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 92 | $58.6M | $867,727 | $975,318 |
| 2023 | 96 | $58.7M | $904,337 | $1.1M |
| 2022 | 98 | $50.4M | $871,619 | $979,361 |
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 |
|---|---|---|---|---|
| CHARLES SCHWAB TRUST BANK | CUSTODIAN | — | $84,859 | $84,859 |
| BLUE SKY INVESTMENT PARTNERS | INVESTMENT ADVISOR | $22,366 | — | $22,366 |
| ALLIANCE PENSION CONSULTANTS, LLC | RECORDKEEPER | $21,678 | — | $21,678 |
| MEKETA INVESTMENT GROUP | INVESTMENT ADVISOR | $21,000 | — | $21,000 |
| LEGACY PROFESSIONALS LLP | AUDIT | $13,200 | — | $13,200 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CHARLES SCHWAB TRUST BANK — CUSTODIAN
- LEGACY PROFESSIONALS LLP — AUDIT
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $163,103
- Estimated Expense Ratio: 0.278% 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 | $78,243 | $43,365 | — | $13,200 | — |
| 2023 | $73,935 | $39,165 | — | $12,000 | — |
| 2022 | $69,680 | $39,059 | — | — | $30,621 |