# Primera Engineers, Ltd 401(k) Plan
Source: https://planprovider.pro/companies/primera-engineers-ltd-401k-plan

> Primera Engineers, Ltd's 401(k) plan: 326 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| UBS FINANCIAL SERVICES INC.|RETAINED BY EMPLOYER|$53,711|—|$53,711|

| JOHN HANCOCK|RETAINED BY EMPLOYER|$53,109|—|$53,109|

| CBIZ CPAS P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [JOHN HANCOCK](https://planprovider.pro/provider/john-hancock) — RETAINED BY EMPLOYER

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $106,820

- **Estimated Expense Ratio:** 0.255% 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|$102,881|$53,711|$49,170|—|—|

| 2023|$51,452|—|$40,652|$10,800|—|

| 2022|$54,733|$52,554|$2,179|—|—|

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