Plan Snapshot
- Plan Sponsor: Four Corners Tavern Group, INC.
- Sponsor EIN: 342050782
- Sponsor Address: 1326 W MADISON ST, CHICAGO, IL, 60607
- Plan Type: 401(k)
- Total Participants: 423
- Total Assets: $6.3M
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 | 423 | $6.3M | $346,599 | $569,205 |
| 2023 | 328 | $5.2M | $410,682 | $645,806 |
| 2022 | 204 | $3.8M | $312,906 | $505,649 |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $28,577 | — | $28,577 |
| WILLIAM BLAIR & CO. | Investment Advisor | $21,677 | — | $21,677 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $50,254
- Estimated Expense Ratio: 0.795% 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 | $50,332 | $21,755 | — | — | — |
| 2023 | $27,693 | $4,493 | — | — | — |
| 2022 | $26,844 | — | $26,844 | — | — |