Plan Snapshot
- Plan Sponsor: Marshall, Gerstein & Borun LLP
- Sponsor EIN: 362353598
- Sponsor Address: 233 SOUTH WACKER DRIVE, CHICAGO, IL, 60606
- Plan Type: 401(k)
- Total Participants: 186
- Total Assets: $160.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 186 | $160.1M | $3.0M | $2.8M |
| 2023 | 167 | $134.0M | $2.7M | $2.6M |
| 2022 | 167 | $113.4M | $2.6M | $2.5M |
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 |
|---|---|---|---|---|
| PLANTE AND MORAN, PLLC | 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 | $107,495 | $41,192 | — | — | — |
| 2023 | $84,162 | $39,690 | $300 | — | — |
| 2022 | $92,899 | $791 | — | — | — |