Plan Snapshot
- Plan Sponsor: Senior Operations LLC
- Sponsor EIN: 942918781
- Sponsor Address: 300 E DEVON AVENUE, BARTLETT, IL, 60103
- Plan Type: 401(k)
- Total Participants: 2,267
- Total Assets: $358.7M
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 | 2,267 | $358.7M | $7.3M | $12.1M |
| 2023 | 2,234 | $339.3M | $7.2M | $11.5M |
| 2022 | 2,164 | $303.4M | $6.2M | $10.2M |
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 |
|---|---|---|---|---|
| PLANTE & MORAN PLLC | 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 | $239,752 | $38,041 | — | — | — |
| 2023 | $62,794 | $6,158 | — | — | — |
| 2022 | $92,188 | — | $21,790 | — | — |