# Isosceles Holdings, LLC Dba Venturi Restoration 401(k) Plan
Source: https://planprovider.pro/companies/isosceles-holdings-llc-dba-venturi-restoration-401k-plan

> Isosceles Holdings, LLC Dba Venturi Restoration's 401(k) plan: 0 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Isosceles Holdings, LLC Dba Venturi Restoration

- **Sponsor EIN:** 844772661

- **Sponsor Address:** 904 S. ROSELLE ROAD, SCHAUMBURG, IL, 60193

- **Plan Type:** 401(k)

- **Total Participants:** 0

- **Total Assets:** $0

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

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

| 2024|0|$0|$0|$0|

| 2023|0|$21,700|$0|$66,980|

| 2022|266|$6.1M|$0|$264,389|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$97,936|—|$97,936|

| BLUE CHIP RETIREMENT PLANS, INC.|CONTRACT ADMINISTRATOR|$39,460|$5,606|$45,066|

| CASSELL PLAN AUDITS, INC.|ACCOUNTANT|$32,000|—|$32,000|

| GLOBAL RETIREMENT PARTNERS, LLC|INVESTMENT ADVISORY|—|$23,636|$23,636|

### Verified Provider Profiles

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

- [GLOBAL RETIREMENT PARTNERS, LLC](https://planprovider.pro/provider/global-retirement-partners-llc) — INVESTMENT ADVISORY

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $198,638

### 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|—|—|—|—|—|

| 2023|$84,573|—|$84,573|—|—|

| 2022|$63,292|—|$55,292|—|$8,000|

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