# Investment Consulting Services, LLC DC Plan
Source: https://planprovider.pro/companies/investment-consulting-services-llc-plan-001

> Investment Consulting Services, LLC&#39;s DC plan: 171 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/charles-schwab-and-co-inc) — 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|—|—|

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