Plan Snapshot
- Plan Sponsor: Productive Edge, LLC
- Sponsor EIN: 262428580
- Sponsor Address: 1 E WACKER DR, CHICAGO, IL, 606011474
- Plan Type: 401(k)
- Total Participants: 39
- Total Assets: $6.7M
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 | 39 | $6.7M | $54,985 | $441,075 |
| 2023 | 87 | $6.8M | $274,916 | $866,867 |
| 2022 | 86 | $4.9M | $283,331 | $917,511 |
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 |
|---|---|---|---|---|
| KIMBERLIN COMPANY PPLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KIMBERLIN COMPANY PPLC — 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 | $45,304 | — | — | — | — |
| 2023 | $36,780 | — | $1,315 | — | — |
| 2022 | $32,750 | — | $31,925 | — | $825 |