Plan Snapshot
- Plan Sponsor: Kroeschell, INC.
- Sponsor EIN: 361343970
- Sponsor Address: 3222 N. KENNICOTT, ARLINGTON HEIGHTS, IL, 60004
- Plan Type: 401(k)
- Total Participants: 159
- Total Assets: $24.1M
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 | 159 | $24.1M | $355,994 | $880,317 |
| 2023 | 112 | $21.4M | $307,274 | $873,430 |
| 2022 | 109 | $18.6M | $299,951 | $931,243 |
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 |
|---|---|---|---|---|
| WINTRUST INVESTMENTS LLC | ADVISOR | $40,826 | — | $40,826 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $34,995 | — | $34,995 |
| CHERRY BEKAERT LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $75,821
- Estimated Expense Ratio: 0.315% 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 | $75,821 | $40,826 | — | — | — |
| 2023 | $63,814 | $35,046 | — | — | — |
| 2022 | $68,096 | — | — | — | — |