Plan Snapshot
- Plan Sponsor: Madison Dearborn Partners LLC
- Sponsor EIN: 364264559
- Sponsor Address: 70 W. MADISON ST STE 4600, CHICAGO, IL, 606024215
- Plan Type: 401(k)
- Total Participants: 97
- Total Assets: $98.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 97 | $98.8M | $3.8M | $1.9M |
| 2023 | 95 | $93.1M | $1.5M | $2.0M |
| 2022 | 100 | $74.8M | $3.0M | $1.7M |
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 |
|---|---|---|---|---|
| FORVIS MAZARS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS LLP — 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 | $113,692 | $71,036 | — | — | — |
| 2023 | $94,528 | $57,784 | — | — | — |
| 2022 | $100,471 | $57,692 | — | — | — |