Plan Snapshot
- Plan Sponsor: Greeley And Hansen, LLC
- Sponsor EIN: 361164980
- Sponsor Address: 100 SOUTH WACKER DRIVE, SUITE 1400, CHICAGO, IL, 60606
- Plan Type: DB
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $19,455 | $0 |
| 2024 | 0 | $147,945 | $4.3M | $0 |
| 2023 | 192 | $22.3M | $0 | $0 |
| 2022 | 182 | $23.8M | $225,000 | $0 |
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 |
|---|---|---|---|---|
| MERCER (US) LLC | NONE | $664,922 | — | $664,922 |
| WILLIS TOWERS WATSON US LLC | NONE | $118,964 | — | $118,964 |
| RSM US LLP | NONE | $51,375 | — | $51,375 |
| CAP FINANCIAL PARTNERS LLC | NONE | $31,921 | — | $31,921 |
| LITTLER MENDELSON PC | ATTORNEY | $28,704 | — | $28,704 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILLIS TOWERS WATSON US LLC — NONE
- RSM US LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $895,886
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 |
|---|---|---|---|---|---|
| 2025 | — | — | — | — | — |
| 2024 | $995,206 | $31,921 | $664,922 | $51,375 | — |
| 2023 | $361,962 | — | — | — | — |
| 2022 | — | — | — | — | — |