Plan Snapshot
- Plan Sponsor: Rewards Network Establishment Serivces INC.
- Sponsor EIN: 133698905
- Sponsor Address: 540 W MADISON ST, SUITE 2400, CHICAGO, IL, 60661
- Plan Type: 401(k)
- Total Participants: 396
- Total Assets: $39.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 396 | $39.8M | $1.1M | $3.0M |
| 2023 | 357 | $32.6M | $1.0M | $2.6M |
| 2022 | 361 | $25.8M | $953,294 | $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 |
|---|---|---|---|---|
| GRANT THORNTON | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GRANT THORNTON — 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 | $150,047 | $35,000 | — | — | — |
| 2023 | $131,072 | $34,393 | $96,679 | — | — |
| 2022 | $135,743 | $33,771 | $101,772 | — | — |