Plan Snapshot
- Plan Sponsor: Musi Restaurant 912 LLC
- Sponsor EIN: 853449044
- Sponsor Address: 912 N STATE ST, CHICAGO, IL, 60610
- Plan Type: 401(k)
- Total Participants: 85
- Total Assets: $394,257
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 | 85 | $394,257 | $0 | $172,986 |
| 2023 | 105 | $315,656 | $0 | $173,656 |
| 2022 | 138 | $193,942 | $0 | $205,840 |
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 |
|---|---|---|---|---|
| PENSION ASSURANCE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PENSION ASSURANCE 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 | $392 | $288 | — | — | — |
| 2023 | $238 | $198 | — | — | — |
| 2022 | $1,037 | $1,037 | — | — | — |