# Office Of The Special Deputy Receiver 401(k) Plan
Source: https://planprovider.pro/companies/office-of-the-special-deputy-receiver-401k-plan

> Office Of The Special Deputy Receiver's 401(k) plan: 87 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| TRANSAMERICA RETIREMENT SOLUTIONS|RECORD KEEPER|$29,982|—|$29,982|

| CREATIVE PLANNING LLC|CONSULTANT|$14,143|—|$14,143|

| KERBER, ECK AND BRAECKEL|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [TRANSAMERICA RETIREMENT SOLUTIONS](https://planprovider.pro/provider/transamerica) — RECORD KEEPER

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

- [KERBER, ECK AND BRAECKEL](https://planprovider.pro/provider/kerber-eck-and-braeckel-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $44,125

- **Estimated Expense Ratio:** 0.017% 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|$44,125|$14,143|—|—|—|

| 2023|$12,031|$12,031|—|—|—|

| 2022|$48,264|$16,592|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/office-of-the-special-deputy-receiver-401k-plan)

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