Plan Snapshot
- Plan Sponsor: Ice Miller LLP
- Sponsor EIN: 350874357
- Sponsor Address: ONE AMERICAN SQUARE, SUITE 2900, INDIANAPOLIS, IN, 462820200
- Plan Type: 401(k)
- Total Participants: 630
- Total Assets: $370.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 630 | $370.6M | $8.9M | $10.1M |
| 2023 | 660 | $342.3M | $8.7M | $10.1M |
| 2022 | 638 | $302.4M | $8.3M | $8.2M |
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 |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | Recordkeeper | $71,627 | — | $71,627 |
| CREATIVE PLANNING HOLDCO LLC | Investment Advisor | $55,788 | — | $55,788 |
| FISHER INVESTMENTS | Recordkeeper | $32,228 | — | $32,228 |
| DEERFIELD FINANCIAL ADVISORS I | Other Service Provider | $19,878 | — | $19,878 |
| LMCG INVESTMENTS LLC | Other Service Provider | $18,159 | — | $18,159 |
| KATZ SAPPER AND MILLER LLP | Auditor | $16,800 | — | $16,800 |
| SUMMIT FINANCIAL MANAGEMENT LL | Other Service Provider | $14,651 | — | $14,651 |
| FRAZIER FINANCIAL ADVISORS LLC | Investment Advisor | $11,834 | — | $11,834 |
| CREATIVE PLANNING LLC | Investment Advisor | $11,328 | — | $11,328 |
| THE JOSEPH GROUP LLC | Other Service Provider | $11,012 | — | $11,012 |
| WOODLEY FARRA MANION PORTFOLIO | Other Service Provider | $10,264 | — | $10,264 |
| MORNINGSTAR INC | Recordkeeper | $8,776 | — | $8,776 |
| CAPITAL MGMT SERVICES INC | Other Service Provider | $8,615 | — | $8,615 |
| HAMILTON CAPITAL LLC | Other Service Provider | $8,407 | — | $8,407 |
| WINDSOR ADVISORY GROUP LLC | Other Service Provider | $7,353 | — | $7,353 |
| MESIROW FINANCIAL INVESTMENT | Other Service Provider | $5,052 | — | $5,052 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHWAB RETIREMENT PLAN SERVICES,INC — Recordkeeper
- CREATIVE PLANNING HOLDCO LLC — Investment Advisor
- FISHER INVESTMENTS — Recordkeeper
- KATZ SAPPER AND MILLER LLP — Auditor
- FRAZIER FINANCIAL ADVISORS LLC — Investment Advisor
- CREATIVE PLANNING LLC — Investment Advisor
- MORNINGSTAR INC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $311,772
- Estimated Expense Ratio: 0.084% 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 | $316,021 | $232,686 | -$6 | $16,800 | — |
| 2023 | $259,839 | $161,940 | $27,702 | — | — |
| 2022 | $242,017 | $146,549 | — | — | $24,850 |