Plan Snapshot
- Plan Sponsor: Old Second National Bank
- Sponsor EIN: 361577458
- Sponsor Address: 37 SOUTH RIVER STREET, AURORA, IL, 60506
- Plan Type: 401(k)
- Total Participants: 609
- Total Assets: $34.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 609 | $34.4M | $1.1M | $2.1M |
| 2023 | 637 | $29.4M | $752,840 | $1.7M |
| 2022 | 371 | $13.8M | $251,775 | $145,614 |
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 |
|---|---|---|---|---|
| CJG PARTNERS, LLP | Auditor | — | — | $0 |
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 | $227,229 | — | — | — | — |
| 2023 | $129,559 | — | — | — | — |
| 2022 | $3,158 | — | $2,410 | — | — |