Plan Snapshot
- Plan Sponsor: Illinois Bone And Joint Institute, LLC
- Sponsor EIN: 203845479
- Sponsor Address: 900 RAND ROAD SUITE 300, DES PLAINES, IL, 60016
- Plan Type: 401(k)
- Total Participants: 2,354
- Total Assets: $287.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 2,354 | $287.0M | $10.6M | $12.5M |
| 2023 | 2,157 | $242.8M | $9.3M | $10.2M |
| 2022 | 1,283 | $186.1M | $8.3M | $8.4M |
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 |
|---|---|---|---|---|
| ROTHSCHILD INVESTMENTS | CONSULTANT | $116,127 | — | $116,127 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $40,437 | — | $40,437 |
| FIRST AMERICAN BANK | CONSULTANT | $28,849 | — | $28,849 |
| FGMK LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — ADVISOR
- FGMK LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $185,413
- Estimated Expense Ratio: 0.065% 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 | $146,208 | $40,437 | — | — | — |
| 2023 | $151,496 | $52,938 | — | — | — |
| 2022 | $142,117 | $24,522 | $117,595 | — | — |