# Numerator 401(k) Plan
Source: https://planprovider.pro/companies/numerator-401k-plan

> Numerator's 401(k) plan: 690 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Numerator

- **Sponsor EIN:** 200509196

- **Sponsor Address:** 24 EAST WASHINGTON, SUITE 1200, CHICAGO, IL, 60602

- **Plan Type:** 401(k)

- **Total Participants:** 690

- **Total Assets:** $67.9M

## 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|690|$67.9M|$2.2M|$6.8M|

| 2023|631|$55.4M|$2.2M|$7.1M|

| 2022|731|$41.6M|$2.3M|$7.2M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$134,440|—|$134,440|

| CREATIVE PLANNING LLC|ADVISOR|$22,500|—|$22,500|

| CARON & BLETZER|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [CREATIVE PLANNING LLC](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [CARON & BLETZER](https://planprovider.pro/provider/caron-bletzer) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $156,940

- **Estimated Expense Ratio:** 0.231% 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|$156,940|$22,500|—|—|—|

| 2023|$129,679|$22,500|—|—|—|

| 2022|$120,735|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/numerator-401k-plan)

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