Plan Snapshot
- Plan Sponsor: Indeck Energy Services, INC.
- Sponsor EIN: 363421443
- Sponsor Address: 600 NORTH BUFFALO GROVE ROAD, BUFFALO GROVE, IL, 60089
- Plan Type: 401(k)
- Total Participants: 150
- Total Assets: $34.0M
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 | 150 | $34.0M | $234,222 | $1.1M |
| 2023 | 158 | $32.3M | $281,977 | $1.1M |
| 2022 | 160 | $28.6M | $279,154 | $1.1M |
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 |
|---|---|---|---|---|
| PLEXUS FINANCIAL SOLUTIONS | Other Service Provider | — | $54,970 | $54,970 |
| MORNINGSTAR | Recordkeeper | — | $17,178 | $17,178 |
| SCP RETIREMENT SERVICES LLC | Recordkeeper | — | $16,640 | $16,640 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORNINGSTAR — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $88,788
- Estimated Expense Ratio: 0.261% 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 | $105,442 | $88,802 | $16,640 | — | — |
| 2023 | $102,750 | $62,359 | $14,806 | — | — |
| 2022 | $111,383 | — | $111,383 | — | — |