Plan Snapshot
- Plan Sponsor: M & J Wilkow
- Sponsor EIN: 363683868
- Sponsor Address: 20 SOUTH CLARK ST, 30TH FLOOR, CHICAGO, IL, 60603
- Plan Type: 401(k)
- Total Participants: 104
- Total Assets: $15.0M
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 | $15.0M | $135,674 | $1.0M |
| 2023 | 120 | $12.5M | $98,463 | $1.0M |
| 2022 | 106 | $10.3M | $76,849 | $825,818 |
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 |
|---|---|---|---|---|
| CHERRY BEKAERT LLP | Auditor | — | — | $0 |
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 | $61,453 | $34,375 | $27,078 | — | — |
| 2023 | $51,982 | $27,226 | $24,756 | — | — |
| 2022 | $52,083 | $27,602 | $21,263 | — | $3,218 |