Plan Snapshot
- Plan Sponsor: Primera Engineers, Ltd
- Sponsor EIN: 363520747
- Sponsor Address: 550 WEST JACKSON BLVD., SUITE 600, CHICAGO, IL, 60661
- Plan Type: 401(k)
- Total Participants: 326
- Total Assets: $41.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 326 | $41.8M | $975,056 | $3.3M |
| 2023 | 316 | $33.7M | $880,465 | $2.9M |
| 2022 | 283 | $25.8M | $748,884 | $2.3M |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | 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 | $102,881 | $53,711 | $49,170 | — | — |
| 2023 | $51,452 | — | $40,652 | $10,800 | — |
| 2022 | $54,733 | $52,554 | $2,179 | — | — |