Plan Snapshot
- Plan Sponsor: Maestro Consulting Services, LLC
- Sponsor EIN: 475109722
- Sponsor Address: 7257 N. LINCOLN AVE., LINCOLNWOOD, IL, 60712
- Plan Type: 401(k)
- Total Participants: 474
- Total Assets: $23.3M
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 | 474 | $23.3M | $151,164 | $1.2M |
| 2023 | 638 | $25.4M | $245,670 | $2.5M |
| 2022 | 1,746 | $25.8M | $306,860 | $3.2M |
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 |
|---|---|---|---|---|
| SMITH & HOWARD, PC | 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 | $362,740 | $49,935 | $119,279 | — | — |
| 2023 | $272,753 | $49,982 | $47,278 | — | — |
| 2022 | $258,180 | $49,999 | $201,325 | — | $6,856 |