Plan Snapshot
- Plan Sponsor: Fox Valley Medical Associates, Ltd.
- Sponsor EIN: 363339449
- Sponsor Address: 1300 WATERFORD DRIVE, LOWER LEVEL, AURORA, IL, 605045502
- Plan Type: 401(k)
- Total Participants: 102
- Total Assets: $13.4M
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 | 102 | $13.4M | $293,129 | $537,861 |
| 2023 | 92 | $13.0M | $289,672 | $542,988 |
| 2022 | 99 | $10.8M | $289,216 | $561,014 |
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 |
|---|---|---|---|---|
| PBG FINANCIAL SERVICES, PLLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $39,135 | — | $39,135 | — | — |
| 2023 | $35,502 | — | $35,502 | — | — |
| 2022 | $36,971 | — | $36,971 | — | — |