Plan Snapshot
- Plan Sponsor: Infrastructuer Engineering INC.
- Sponsor EIN: 363527342
- Sponsor Address: INFRASTRUCTURE ENG., CHICAGO, IL, 60606
- Plan Type: 401(k)
- Total Participants: 173
- Total Assets: $17.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 173 | $17.3M | $563,592 | $1.6M |
| 2023 | 149 | $13.9M | $659,166 | $1.3M |
| 2022 | 125 | $10.9M | $351,108 | $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 |
|---|---|---|---|---|
| NEWPORT GROUP, INC. | NONE | $24,794 | — | $24,794 |
| PNC INSTITUTIONAL ASSET MANAGEMENT | NONE | $18,482 | — | $18,482 |
| CBIZ CPAS, PC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $43,276
- Estimated Expense Ratio: 0.250% 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 | $43,276 | $18,482 | $24,794 | — | — |
| 2023 | $15,034 | $14,199 | $835 | — | — |
| 2022 | $18,821 | $5,969 | $12,852 | — | — |