Plan Snapshot
- Plan Sponsor: Giant Steps Illinois, INC.
- Sponsor EIN: 364111286
- Sponsor Address: 2500 CABOT DRIVE, LISLE, IL, 60532
- Plan Type: 401(k)
- Total Participants: 202
- Total Assets: $3.4M
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 | 202 | $3.4M | $85,232 | $397,749 |
| 2023 | 209 | $2.8M | $90,183 | $346,659 |
| 2022 | 197 | $2.2M | $79,241 | $341,027 |
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 |
|---|---|---|---|---|
| MATHIESON, MOYSKI, AUSTIN & COMPANY | 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 | $48,602 | $13,875 | — | — | — |
| 2023 | $34,920 | $12,805 | — | — | — |
| 2022 | $34,913 | — | $34,913 | — | — |