Plan Snapshot
- Plan Sponsor: Million Dollar Round Table
- Sponsor EIN: 362138427
- Sponsor Address: 325 W TOUHY AVE, PARK RIDGE, IL, 600684204
- Plan Type: DB
- Total Participants: 120
- Total Assets: $19.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 120 | $19.9M | $3.1M | $0 |
| 2023 | 97 | $17.7M | $2.1M | $0 |
| 2022 | 94 | $14.5M | $1.0M | $0 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $80,034 | — | $80,034 |
| PRINCIPAL SECURITIES INC | Investment Advisor | — | $33,708 | $33,708 |
| PRINCIPAL GLOBAL INVESTORS, LLC | Investment Advisor | $7,298 | — | $7,298 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $121,040
- Estimated Expense Ratio: 0.608% 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 | $87,332 | $7,298 | $80,034 | — | — |
| 2023 | $95,783 | — | $95,783 | — | — |
| 2022 | $93,548 | — | $93,548 | — | — |