Plan Snapshot
- Plan Sponsor: L&G Law Group LLP
- Sponsor EIN: 363994065
- Sponsor Address: 175 WEST JACKSON BOULEVARD, CHICAGO, IL, 60604
- Plan Type: DC
- Total Participants: 0
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2023 | 0 | $0 | $0 | $41,869 |
| 2022 | 33 | $22.9M | $133,014 | $374,440 |
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 |
|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MGMT CO | INVESTMENT ADVISOR | $47,222 | — | $47,222 |
| CAPITAL GROUP RETIREMENT PLAN SERV | RECORDKEEPER | $13,485 | — | $13,485 |
| E.R.I.S.A., INC. | CONTRACT ADMIN | $9,601 | — | $9,601 |
| COLE, MARTIN & CO., LTD. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $70,308
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 |
|---|---|---|---|---|---|
| 2023 | $207,330 | — | $207,330 | — | — |
| 2022 | $71,669 | — | $71,669 | — | — |