Plan Snapshot
- Plan Sponsor: Providence Management Company, LLC
- Sponsor EIN: 364334227
- Sponsor Address: 3201 OLD GLENVIEW ROAD, WILMETTE, IL, 60091
- Plan Type: 401(k)
- Total Participants: 70
- Total Assets: $4.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 70 | $4.7M | $118,719 | $433,247 |
| 2023 | 85 | $3.8M | $125,401 | $432,946 |
| 2022 | 94 | $3.4M | $57,673 | $167,197 |
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 |
|---|---|---|---|---|
| TAWNEY, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TAWNEY, PLLC — 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 | $24,844 | $10,737 | $10,707 | — | — |
| 2023 | $29,624 | $8,640 | $9,609 | — | — |
| 2022 | $11,145 | $4,755 | $4,690 | — | $1,700 |