Plan Snapshot
- Plan Sponsor: Ostrow Reisin Berk & Abrams, Ltd.
- Sponsor EIN: 362938874
- Sponsor Address: 455 NORTH CITYFRONT PLAZA DRIVE, CHICAGO, IL, 60611
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 172
- Total Assets: $71.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 172 | $71.2M | $1.0M | $2.2M |
| 2023 | 161 | $78.3M | $925,701 | $2.1M |
| 2022 | 150 | $65.0M | $887,891 | $1.9M |
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 |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | Investment Advisor | $6,286 | — | $6,286 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $6,286
- Estimated Expense Ratio: 0.009% 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 | $7,774 | $6,286 | — | — | — |
| 2023 | $7,108 | $5,408 | — | — | — |
| 2022 | $7,696 | $6,265 | — | — | — |