Plan Snapshot
- Plan Sponsor: Reply, INC. And Its U.S. Subsidiaries
- Sponsor EIN: 680682665
- Sponsor Address: 71 SOUTH WACKER DR., SUITE 3090, CHICAGO, IL, 60606
- Plan Type: 401(k)
- Total Participants: 310
- Total Assets: $27.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 310 | $27.5M | $1.5M | $3.1M |
| 2023 | 288 | $21.4M | $1.5M | $3.0M |
| 2022 | 307 | $15.6M | $1.4M | $2.7M |
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 |
|---|---|---|---|---|
| SMITH BUNDAY BERMAN BRITTON, P.S. | 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 | $137,880 | $137,880 | — | — | — |
| 2023 | $157,284 | $154,459 | — | — | — |
| 2022 | $136,282 | $118,012 | $18,270 | — | — |