# Illinois Valley Economic Development Corporation DC Plan
Source: https://planprovider.pro/companies/illinois-valley-economic-development-corporation-plan

> Illinois Valley Economic Development Corporation's DC plan: 226 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Illinois Valley Economic Development Corporation

- **Sponsor EIN:** 376059503

- **Sponsor Address:** 223 SOUTH MACOUPIN, GILLESPIE, IL, 620331605

- **Plan Type:** DC

- **Total Participants:** 226

- **Total Assets:** $3.2M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|226|$3.2M|$262,568|$154,068|

| 2023|240|$3.1M|$239,661|$126,930|

| 2022|274|$2.6M|$215,466|$107,818|

## 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|

| SAGEVIEW ADVISORY GROUP|SERVICE PROVIDER|—|$12,264|$12,264|

| SIKICH CPA LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [SAGEVIEW ADVISORY GROUP](https://planprovider.pro/provider/sageview-advisory-group) — SERVICE PROVIDER

- [SIKICH CPA LLC](https://planprovider.pro/provider/sikich-cpa-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $12,264

- **Estimated Expense Ratio:** 0.380% 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|$37,527|—|$28,932|—|—|

| 2023|$28,916|$28,916|—|—|—|

| 2022|$31,217|—|—|—|$31,217|

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