# Fitch, Even, Tabin & Flannery LLP 401(k) Plan
Source: https://planprovider.pro/companies/fitch-even-tabin-flannery-llp-401k-plan

> Fitch, Even, Tabin & Flannery LLP's 401(k) plan: 92 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/charles-schwab-and-co-inc) — CUSTODIAN

- [LEGACY PROFESSIONALS LLP](https://planprovider.pro/provider/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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/fitch-even-tabin-flannery-llp-401k-plan)

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