Plan Snapshot
- Plan Sponsor: Good Shepherd Manor, INC.
- Sponsor EIN: 362693168
- Sponsor Address: PO BOX 260, MOMENCE, IL, 609540260
- Plan Type: 401(k)
- Total Participants: 149
- Total Assets: $2.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 149 | $2.8M | $98,802 | $321,062 |
| 2023 | 137 | $2.3M | $77,949 | $271,496 |
| 2022 | 137 | $2.7M | $68,877 | $218,003 |
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 |
|---|---|---|---|---|
| WIPFLI LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WIPFLI LLP — Auditor
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 | $23,770 | — | $23,770 | — | — |
| 2023 | $17,799 | — | $17,799 | — | — |
| 2022 | $9,512 | $9,512 | — | — | — |