# Lester &amp; Rosalie Anixter Center 401(k) Plan
Source: https://planprovider.pro/companies/lester-rosalie-anixter-center-401k-plan

> Lester &amp; Rosalie Anixter Center&#39;s 401(k) plan: 168 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|—|—|

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