Plan Snapshot
- Plan Sponsor: Segal Advisors, INC.
- Sponsor EIN: 276230536
- Sponsor Address: 550 WEST WASHINGTON BLVD,, CHICAGO, IL, 606612703
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 0
- Total Assets: $793.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $793.7M | $0 | $0 |
| 2023 | 0 | $780.7M | $0 | $0 |
| 2022 | 0 | $702.1M | $0 | $0 |
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 |
|---|---|---|---|---|
| ARROWMARK PARTNERS | Other Service Provider | $181,445 | — | $181,445 |
| FISHER INVESTMENTS | Recordkeeper | $160,215 | — | $160,215 |
| CRM, LLC | Other Service Provider | $119,419 | — | $119,419 |
| BANK OF NEW YORK MELLON | Other Service Provider | $97,511 | — | $97,511 |
| COHNREZNICK LLP | Investment Advisor | $93,191 | — | $93,191 |
| FACTSET RESEARCH SYSTEMS | Other Service Provider | $52,582 | — | $52,582 |
| PARAMETRIC PORTFOLIO ASSOCIATES | Other Service Provider | $50,000 | — | $50,000 |
| EISNER ADVISORY GROUP LLC | Other Service Provider | $5,776 | — | $5,776 |
| GLOBETAX | Other Service Provider | $5,409 | — | $5,409 |
| INTEGRATED INVESTMENT | Other Service Provider | $5,250 | — | $5,250 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FISHER INVESTMENTS — Recordkeeper
- COHNREZNICK LLP — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $770,798
- Estimated Expense Ratio: 0.097% 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 | $973,474 | $722,668 | — | — | — |
| 2023 | $882,989 | $629,713 | — | — | — |
| 2022 | $1,045,921 | $792,471 | $111,750 | — | $141,700 |