Plan Snapshot
- Plan Sponsor: Fox Valley Fire & Safety Co., INC.
- Sponsor EIN: 362638828
- Sponsor Address: 2730 PINNACLE DRIVE, ELGIN, IL, 60124
- Plan Type: 401(k)
- Total Participants: 385
- Total Assets: $30.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 385 | $30.0M | $689,546 | $2.2M |
| 2023 | 377 | $28.6M | $600,973 | $1.9M |
| 2022 | 308 | $23.2M | $574,038 | $1.7M |
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 |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | NONE | $63,180 | — | $63,180 |
| CERITY PARTNERS RETIREMENT PLAN ADV | NONE | $41,289 | — | $41,289 |
| WIPFLI | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — NONE
- WIPFLI — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $104,469
- Estimated Expense Ratio: 0.348% 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 | $104,470 | $41,289 | $63,181 | — | — |
| 2023 | $93,708 | $35,551 | $58,157 | — | — |
| 2022 | $91,191 | — | $91,191 | — | — |