# Illinois Bone And Joint Institute, LLC 401(k) Plan
Source: https://planprovider.pro/companies/illinois-bone-and-joint-institute-llc-401k-plan

> Illinois Bone And Joint Institute, LLC's 401(k) plan: 2,354 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [FGMK LLC](https://planprovider.pro/provider/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|—|—|

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