Plan Snapshot
- Plan Sponsor: Icare Services
- Sponsor EIN: 272323090
- Sponsor Address: 8131 MONTICELLO, SKOKIE, IL, 60076
- Plan Type: 401(k)
- Total Participants: 1,130
- Total Assets: $3.7M
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 | 1,130 | $3.7M | $63,152 | $470,221 |
| 2023 | 856 | $2.7M | $54,457 | $428,955 |
| 2022 | 786 | $2.1M | $45,688 | $354,124 |
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 |
|---|---|---|---|---|
| CRAY, KAISER LTD. | 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 | $31,715 | — | — | — | — |
| 2023 | $24,439 | — | — | — | — |
| 2022 | $25,041 | — | $25,041 | — | — |