Plan Snapshot
- Plan Sponsor: Primera Engineers, Ltd
- Sponsor EIN: 363520747
- Sponsor Address: 550 W JACKSON BOULEVARD, CHICAGO, IL, 60661
- Plan Type: DC
- Total Participants: 313
- Total Assets: $3.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 313 | $3.0M | $463,481 | $0 |
| 2023 | 287 | $3.2M | $727,335 | $0 |
| 2022 | 244 | $2.1M | $568,542 | $0 |
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 |
|---|---|---|---|---|
| COMSTOCK VALUATION ADVISORS | NONE | $21,527 | — | $21,527 |
| TRANSITION FINANCE STRATEGIES | NONE | $15,695 | — | $15,695 |
| 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: $37,222
- Estimated Expense Ratio: 1.252% 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 | $37,222 | — | — | — | — |
| 2023 | $50,894 | — | — | — | — |
| 2022 | $71,586 | — | — | — | $71,586 |