Plan Snapshot
- Plan Sponsor: Lester & Rosalie Anixter Center
- Sponsor EIN: 362244895
- Sponsor Address: 1945 W. WILSON, SUITE 3000, CHICAGO, IL, 60640
- Plan Type: 401(k)
- Total Participants: 168
- Total Assets: $8.4M
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 | 168 | $8.4M | $0 | $499,552 |
| 2023 | 168 | $7.8M | $0 | $438,386 |
| 2022 | 155 | $6.4M | $0 | $355,378 |
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 |
|---|---|---|---|---|
| BDO USA PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO USA PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $73,419 | $13,342 | — | — | — |
| 2023 | $51,409 | $28,340 | — | — | — |
| 2022 | $81,136 | — | — | — | — |