Plan Snapshot
- Plan Sponsor: Hall Prangle & Schoonveld LLC
- Sponsor EIN: 043674858
- Sponsor Address: 200 SOUTH WACKER DRIVE, SUITE 3300, CHICAGO, IL, 60606
- Plan Type: 401(k)
- Total Participants: 108
- Total Assets: $27.6M
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 | 108 | $27.6M | $618,807 | $1.2M |
| 2023 | 97 | $24.2M | $221,525 | $1.2M |
| 2022 | 94 | $20.7M | $0 | $1.1M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $30,426 | — | $30,426 |
| STRATEGIC WEALTH PARTNERS GROUP | ADVISOR | $29,112 | — | $29,112 |
| KOVITZ INVESTMENT GROUP PARTNERS | ADVISOR | $11,908 | — | $11,908 |
| SELDEN FOX, LTD. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- SELDEN FOX, LTD. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $71,446
- Estimated Expense Ratio: 0.259% 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 | $71,446 | $41,020 | — | — | — |
| 2023 | $84,288 | $53,652 | — | — | — |
| 2022 | $81,924 | — | — | — | — |