# Primera Engineers, Ltd DC Plan
Source: https://planprovider.pro/companies/primera-engineers-ltd-plan-002

> Primera Engineers, Ltd's DC plan: 313 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 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|

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