# Foran Glennon Palandech & Ponzi, PC 401(k) Plan
Source: https://planprovider.pro/companies/foran-glennon-palandech-ponzi-pc-401k-plan

> Foran Glennon Palandech & Ponzi, PC's 401(k) plan: 103 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Foran Glennon Palandech & Ponzi, PC

- **Sponsor EIN:** 364461943

- **Sponsor Address:** 222 N. LASALLE STREET, CHICAGO, IL, 60601

- **Plan Type:** 401(k)

- **Total Participants:** 103

- **Total Assets:** $27.1M

## 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|103|$27.1M|$1.0M|$991,596|

| 2023|102|$24.7M|$843,689|$1.0M|

| 2022|84|$23.2M|$844,260|$834,774|

## 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|

| MERRILL LYNCH|INV ADV PLAN|$22,370|—|$22,370|

| EMPOWER ANNUITY INS. CO OF AMERICA|INV MGT, RECORDKEEPER|$21,970|—|$21,970|

| CARNOW AND ASSOCIATED LTD|TPA|$1,696|$10,000|$11,696|

| SASSETTI LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MERRILL LYNCH](https://planprovider.pro/provider/merrill-lynch) — INV ADV PLAN

- [SASSETTI LLC](https://planprovider.pro/provider/sassetti-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $56,036

- **Estimated Expense Ratio:** 0.207% 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|$46,037|—|—|—|—|

| 2023|$7,906|—|—|—|—|

| 2022|$2,722|—|—|—|—|

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