Plan Snapshot
- Plan Sponsor: Robert Loquercio Enterprises Dba Elgin Toyota
- Sponsor EIN: 364097417
- Sponsor Address: 1600 W. LAKE STREET, STREAMWOOD, IL, 60107
- Plan Type: 401(k)
- Total Participants: 779
- Total Assets: $14.7M
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 | 779 | $14.7M | $317,654 | $2.1M |
| 2023 | 749 | $11.7M | $256,146 | $1.7M |
| 2022 | 477 | $9.0M | $185,053 | $1.4M |
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 |
|---|---|---|---|---|
| MILLER COOPER | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLER COOPER — 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 | $75,814 | — | $75,814 | — | — |
| 2023 | $58,112 | — | $48,799 | — | — |
| 2022 | $54,016 | $13,471 | — | — | — |