Plan Snapshot
- Plan Sponsor: Hand2mind, INC.
- Sponsor EIN: 360972955
- Sponsor Address: 500 GREENVIEW COURT, VERNON HILLS, IL, 60061
- Plan Type: 401(k)
- Total Participants: 374
- Total Assets: $47.7M
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 | 374 | $47.7M | $682,615 | $2.5M |
| 2023 | 328 | $43.6M | $638,954 | $2.4M |
| 2022 | 302 | $34.6M | $485,739 | $2.2M |
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 |
|---|---|---|---|---|
| CREATIVE PLANNING, LLC | CONSULTANT | $23,987 | — | $23,987 |
| MESIROW FINANCIAL, INC. | CONSULTANT | $22,702 | — | $22,702 |
| MILLER COOPER & CO., LTD. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CREATIVE PLANNING, LLC — CONSULTANT
- MESIROW FINANCIAL, INC. — CONSULTANT
- MILLER COOPER & CO., LTD. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $46,689
- Estimated Expense Ratio: 0.098% 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 | $49,995 | — | — | — | — |
| 2023 | $40,134 | $10,080 | — | — | — |
| 2022 | $39,115 | — | — | — | — |