Plan Snapshot
- Plan Sponsor: Lindemann Chimney Service INC.
- Sponsor EIN: 363389598
- Sponsor Address: 86 ALBRECHT DR., LAKE BLUFF, IL, 60044
- Plan Type: 401(k)
- Total Participants: 104
- Total Assets: $3.2M
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 | 104 | $3.2M | $232,957 | $468,152 |
| 2023 | 123 | $2.3M | $243,636 | $475,177 |
| 2022 | 116 | $1.3M | $242,333 | $429,032 |
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 |
|---|---|---|---|---|
| OSAIC FA INC | INVESTMENT ADVISOR | $12,433 | — | $12,433 |
| CAPITAL GROUP RETIREMENT PLAN SERV | RECORDKEEPER | $7,983 | — | $7,983 |
| MILLER, COOPER AND CO, LTD. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLER, COOPER AND CO, LTD. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $20,416
- Estimated Expense Ratio: 0.632% 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 | $23,381 | — | $23,381 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |