Plan Snapshot
- Plan Sponsor: Milhouse Engineering And Construction, INC.
- Sponsor EIN: 364468621
- Sponsor Address: 333 SOUTH WABASH AVENUE,SUITE 2901, CHICAGO, IL, 60604
- Plan Type: 401(k)
- Total Participants: 211
- Total Assets: $18.3M
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 | 211 | $18.3M | $843,808 | $1.7M |
| 2023 | 300 | $17.9M | $1.1M | $2.2M |
| 2022 | 335 | $15.0M | $903,075 | $2.0M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $41,801 | — | $41,801 |
| ALLIANCEBERNSTEIN LP | INVESTMENT ADVISOR | $39,900 | — | $39,900 |
| MARCUM LLP | AUDITOR | $33,707 | — | $33,707 |
| CBIZ CPAS P.C. | Auditor | $33,707 | — | $33,707 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $149,115
- Estimated Expense Ratio: 0.816% 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 | $103,024 | $39,900 | — | $33,707 | — |
| 2023 | $64,206 | $38,857 | — | — | — |
| 2022 | $67,709 | — | $67,709 | — | — |