Plan Snapshot
- Plan Sponsor: Joe Rizza Dealer Group
- Sponsor EIN: 362943945
- Sponsor Address: 8150 W 159TH, ORLAND PARK, IL, 604624939
- Plan Type: 401(k)
- Total Participants: 287
- Total Assets: $15.7M
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 | 287 | $15.7M | $0 | $1.3M |
| 2023 | 291 | $13.8M | $0 | $1.2M |
| 2022 | 292 | $12.0M | $0 | $1.3M |
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 |
|---|---|---|---|---|
| JOHNSON, PETEREK & HOWSE, LLC | Auditor | $16,499 | — | $16,499 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $16,499
- Estimated Expense Ratio: 0.105% 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 | $111,385 | $52,230 | $42,656 | $16,499 | — |
| 2023 | $86,782 | $51,521 | $18,762 | $16,499 | — |
| 2022 | $137,954 | $118,475 | $19,479 | — | — |