# Providence Management Company, LLC 401(k) Plan
Source: https://planprovider.pro/companies/providence-management-company-llc-401k-plan

> Providence Management Company, LLC's 401(k) plan: 70 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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