Plan Snapshot
- Plan Sponsor: Overture Promotions INC.
- Sponsor EIN: 853204725
- Sponsor Address: 800 S NORTHPOINT BLVD, WAUKEGAN, IL, 60085
- Plan Type: 401(k)
- Total Participants: 257
- Total Assets: $8.9M
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 | 257 | $8.9M | $64,016 | $827,471 |
| 2023 | 155 | $7.2M | $121,958 | $732,425 |
| 2022 | 191 | $5.3M | $42,998 | $570,156 |
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 |
|---|---|---|---|---|
| MILLER, COOPER & CO., LTD. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLER, COOPER & CO., LTD. — 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 | $42,256 | $24,282 | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | $29,262 | — | $29,262 | — | — |