Plan Snapshot
- Plan Sponsor: Schafer Condon Carter, INC.
- Sponsor EIN: 363670827
- Sponsor Address: 176 N RACINE AVE, CHICAGO, IL, 60607
- Plan Type: 401(k)
- Total Participants: 59
- Total Assets: $12.8M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 59 | $12.8M | $261,546 | $688,454 |
| 2023 | 59 | $11.4M | $296,843 | $720,771 |
| 2022 | 66 | $8.6M | $290,766 | $623,959 |
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 |
|---|---|---|---|---|
| CJBS, INC | 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 | $37,898 | $20,644 | — | — | — |
| 2023 | $35,674 | $20,143 | — | — | — |
| 2022 | $37,138 | $211 | — | — | — |