Plan Snapshot
- Plan Sponsor: Nicolaides Fink Thorpe Michaelides Sullivan LLP
- Sponsor EIN: 463947956
- Sponsor Address: 10 S. WACKER DR., CHICAGO, IL, 60606
- Plan Type: 401(k)
- Total Participants: 133
- Total Assets: $39.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 133 | $39.2M | $1.8M | $1.6M |
| 2023 | 122 | $35.2M | $1.6M | $1.5M |
| 2022 | 117 | $28.0M | $1.4M | $1.3M |
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 |
|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | ADVISOR | $52,915 | — | $52,915 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $21,322 | — | $21,322 |
| SIKICH CPA LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GLOBAL RETIREMENT PARTNERS LLC — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- SIKICH CPA LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $74,237
- Estimated Expense Ratio: 0.189% 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 | $74,237 | $52,915 | — | — | — |
| 2023 | $58,496 | $44,751 | — | — | — |
| 2022 | $16,922 | — | — | — | — |