Plan Snapshot
- Plan Sponsor: Johnson & Bell, Ltd.
- Sponsor EIN: 362837644
- Sponsor Address: 33 WEST MONROE, SUITE 2700, CHICAGO, IL, 606035404
- Plan Type: 401(k)
- Total Participants: 165
- Total Assets: $109.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 165 | $109.9M | $1.8M | $2.0M |
| 2023 | 150 | $99.1M | $1.7M | $1.8M |
| 2022 | 157 | $84.1M | $1.6M | $1.7M |
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 |
|---|---|---|---|---|
| SIKICH CPA LLC | Auditor | $14,900 | — | $14,900 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SIKICH CPA LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $14,900
- Estimated Expense Ratio: 0.014% 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 | $153,898 | $99,998 | $18,586 | $14,900 | — |
| 2023 | $138,946 | $100,000 | $8,648 | $14,000 | — |
| 2022 | $142,278 | — | $136,175 | — | $6,103 |