# Ostrow Reisin Berk & Abrams, Ltd. 401(k) Plan
Source: https://planprovider.pro/companies/ostrow-reisin-berk-abrams-ltd-362938874-002

> Ostrow Reisin Berk & Abrams, Ltd.'s 401(k) plan: 172 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/creative-planning) — 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|—|—|—|

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