Plan Snapshot
- Plan Sponsor: Investment Consulting Services, LLC
- Sponsor EIN: 320016703
- Sponsor Address: 2215 YORK ROAD, OAK BROOK, IL, 60523
- Plan Type: DC
- Total Participants: 171
- Total Assets: $4.3M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 171 | $4.3M | $191,408 | $438,222 |
| 2023 | 147 | $3.6M | $126,398 | $314,691 |
| 2022 | 19 | $2.0M | $21,711 | $67,691 |
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 |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | NONE | $26,379 | — | $26,379 |
| INVESTMENT CONSULTING SERVICES LLC | NONE | $9,354 | — | $9,354 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $35,733
- Estimated Expense Ratio: 0.834% 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 | $86,231 | — | $26,102 | — | — |
| 2023 | $22,399 | — | $16,255 | — | — |
| 2022 | $48,565 | — | $2,612 | — | — |