Plan Snapshot
- Plan Sponsor: Hennessy & Roach P.C.
- Sponsor EIN: 363883812
- Sponsor Address: 70 W. MADISON STREET, CHICAGO, IL, 60602
- Plan Type: 401(k)
- Total Participants: 168
- Total Assets: $26.7M
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 | 168 | $26.7M | $504,661 | $1.3M |
| 2023 | 165 | $23.9M | $477,830 | $1.3M |
| 2022 | 149 | $19.6M | $448,822 | $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 |
|---|---|---|---|---|
| DIGIOVINE HNILO JORDAN & JOHNSON LT | 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 | $78,772 | $74,152 | $4,620 | — | — |
| 2023 | $66,240 | $62,070 | $4,170 | — | — |
| 2022 | $68,924 | $65,159 | $3,765 | — | — |