Plan Snapshot
- Plan Sponsor: Million Dollar Round Table
- Sponsor EIN: 362138427
- Sponsor Address: 325 W. TOUHY AVE, PARK RIDGE, IL, 60068
- Plan Type: 401(k)
- Total Participants: 139
- Total Assets: $22.2M
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 | 139 | $22.2M | $336,068 | $1.1M |
| 2023 | 122 | $19.5M | $284,423 | $1.0M |
| 2022 | 107 | $17.2M | $266,999 | $902,187 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN 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 | $75,429 | $32,250 | — | — | — |
| 2023 | $64,277 | $26,533 | — | — | — |
| 2022 | $87,968 | $74,693 | $11,169 | — | — |