Plan Snapshot
- Plan Sponsor: Semblex Corporation
- Sponsor EIN: 362664176
- Sponsor Address: 900 CHURCH RD, ELMHURST, IL, 60126
- Plan Type: 401(k)
- Total Participants: 307
- Total Assets: $29.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 307 | $29.6M | $592,187 | $1.7M |
| 2023 | 278 | $24.6M | $575,246 | $1.7M |
| 2022 | 269 | $20.6M | $534,573 | $1.6M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $44,803 | — | $44,803 |
| PNC BANK NATIONAL ASSOCIATION | ADVISOR | $42,092 | — | $42,092 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $7,580 | — | $7,580 |
| RSM US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
- RSM US LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $94,475
- Estimated Expense Ratio: 0.320% 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 | $94,475 | $34,140 | — | — | — |
| 2023 | $60,394 | $25,959 | — | — | — |
| 2022 | $75,378 | $4,015 | — | — | — |