# Little City Foundation 401(k) Plan
Source: https://planprovider.pro/companies/little-city-foundation-plan-002

> Little City Foundation's 401(k) plan: 466 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Little City Foundation

- **Sponsor EIN:** 362434562

- **Sponsor Address:** 1610 W COLONIAL PARKWAY, INVERNESS, IL, 600674725

- **Plan Type:** 401(k)

- **Total Participants:** 466

- **Total Assets:** $14.5M

## 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|466|$14.5M|$395,970|$1.2M|

| 2023|550|$15.6M|$326,692|$962,061|

| 2022|508|$12.7M|$308,394|$862,366|

## 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|

| STANCORP FINANCIAL GROUP|NONE|$23,276|—|$23,276|

| CERITY PARTNERS RETIREMENT PLAN ADV|NONE|$7,360|—|$7,360|

| DUGAN & LOPATKA CPAS'S|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [STANCORP FINANCIAL GROUP](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $30,636

- **Estimated Expense Ratio:** 0.211% 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|$33,660|$7,360|$26,300|—|—|

| 2023|$2,326|—|—|—|—|

| 2022|$4,570|—|—|—|—|

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