Plan Snapshot
- Plan Sponsor: Avvale, INC.
- Sponsor EIN: 753265376
- Sponsor Address: 444 N MICHIGAN AVE, CHICAGO, IL, 60611
- Plan Type: 401(k)
- Total Participants: 79
- Total Assets: $7.8M
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 | 79 | $7.8M | $373,596 | $829,534 |
| 2023 | 107 | $7.3M | $486,185 | $1.1M |
| 2022 | 141 | $6.1M | $553,232 | $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 |
|---|---|---|---|---|
| AMERITAS ADVISORY SERVICES LLC | INVESTMENT ADVISOR | $14,707 | — | $14,707 |
| WIPFLI, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- AMERITAS ADVISORY SERVICES LLC — INVESTMENT ADVISOR
- WIPFLI, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $14,707
- Estimated Expense Ratio: 0.188% 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 | $13,715 | $12,694 | — | — | — |
| 2023 | $4,845 | $3,003 | — | — | — |
| 2022 | $2,548 | — | — | — | — |