Plan Snapshot
- Plan Sponsor: Manhard Consulting, Ltd.
- Sponsor EIN: 363819132
- Sponsor Address: ONE OVERLOOK POINT, LINCOLNSHIRE, IL, 60069
- Plan Type: 401(k)
- Total Participants: 328
- Total Assets: $36.0M
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 | 328 | $36.0M | $1.1M | $2.6M |
| 2023 | 313 | $30.8M | $977,181 | $2.3M |
| 2022 | 270 | $24.4M | $837,201 | $1.9M |
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 |
|---|---|---|---|---|
| PENSION PERFORMANCE, INC. | RECORDKEEPER | $15,537 | — | $15,537 |
| TRANSAMERICA RETIREMENT SOLUTIONS | RECORDKEEPER | $14,049 | — | $14,049 |
| SMITH & HOWARD, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $29,586
- Estimated Expense Ratio: 0.082% 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 | $126,824 | — | — | — | — |
| 2023 | $124,260 | — | $111,289 | — | — |
| 2022 | $120,415 | — | $108,272 | — | $1,835 |