Plan Snapshot
- Plan Sponsor: Ricondo & Associates, INC.
- Sponsor EIN: 363663903
- Sponsor Address: 200 N. LASALLE STREET, CHICAGO, IL, 60601
- Plan Type: 401(k)
- Total Participants: 168
- Total Assets: $74.1M
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 | 168 | $74.1M | $1.3M | $2.6M |
| 2023 | 168 | $66.1M | $1.2M | $2.4M |
| 2022 | 157 | $55.7M | $1.1M | $2.2M |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | $16,196 | — | $16,196 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $16,196
- Estimated Expense Ratio: 0.022% of plan assets
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 | $117,728 | $50,000 | — | $16,196 | — |
| 2023 | $77,749 | $30,000 | $30,801 | $15,409 | — |
| 2022 | $105,771 | $64,209 | — | — | $41,562 |