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 |
|---|---|---|---|---|
| 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 | $87,332 | $7,298 | $80,034 | — | — |
| 2023 | $95,783 | — | $95,783 | — | — |
| 2022 | $93,548 | — | $93,548 | — | — |