Plan Snapshot
- Plan Sponsor: Loop Capital Markets, LLC
- Sponsor EIN: 364164012
- Sponsor Address: 425 S. FINANCIAL PLACE SUITE 2700, CHICAGO, IL, 60605
- Plan Type: 401(k)
- Total Participants: 248
- Total Assets: $51.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 248 | $51.8M | $1.4M | $4.0M |
| 2023 | 262 | $42.4M | $1.2M | $3.9M |
| 2022 | 271 | $33.5M | $891,237 | $3.4M |
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 |
|---|---|---|---|---|
| MITCHELL & TITUS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MITCHELL & TITUS — 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 | $117,583 | $8,428 | $107,755 | — | — |
| 2023 | $99,311 | $5,087 | $93,424 | — | — |
| 2022 | $92,683 | — | — | — | — |