Plan Snapshot
- Plan Sponsor: Project44, INC.
- Sponsor EIN: 812970923
- Sponsor Address: 222 MERCHANDISE MART PLZ SUITE 1744, CHICAGO, IL, 60654
- Plan Type: 401(k)
- Total Participants: 218
- Total Assets: $18.7M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 218 | $18.7M | $1,858 | $3.3M |
| 2023 | 259 | $16.6M | $0 | $4.7M |
| 2022 | 452 | $12.8M | $2,475 | $5.0M |
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 |
|---|---|---|---|---|
| CASSELL PLAN AUDITS | 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 | $97,182 | $35,916 | — | — | — |
| 2023 | $82,439 | $30,898 | — | — | — |
| 2022 | $65,790 | — | $65,790 | — | — |