Plan Snapshot
- Plan Sponsor: Office Of The Special Deputy Receiver
- Sponsor EIN: 363757445
- Sponsor Address: 222 MERCHANDISE MART PLAZA, CHICAGO, IL, 60654
- Plan Type: 401(k)
- Total Participants: 87
- Total Assets: $261.4M
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 | 87 | $261.4M | $754,193 | $1.5M |
| 2023 | 92 | $237.6M | $744,107 | $1.5M |
| 2022 | 94 | $213.2M | $731,817 | $1.5M |
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 |
|---|---|---|---|---|
| KERBER, ECK AND BRAECKEL | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KERBER, ECK AND BRAECKEL — 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 | $44,125 | $14,143 | — | — | — |
| 2023 | $12,031 | $12,031 | — | — | — |
| 2022 | $48,264 | $16,592 | — | — | — |