Plan Snapshot
- Plan Sponsor: Sikich LLC
- Sponsor EIN: 363168081
- Sponsor Address: 1415 W. DIEHL ROAD, NAPERVILLE, IL, 60563
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 1,616
- Total Assets: $280.1M
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 | 1,616 | $280.1M | $6.1M | $18.3M |
| 2023 | 1,599 | $242.5M | $4.8M | $17.6M |
| 2022 | 1,342 | $168.7M | $3.6M | $12.5M |
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 |
|---|---|---|---|---|
| T ROWE PRICE RPS INC | Other Service Provider | $36,960 | — | $36,960 |
| STANDARD RETIREMENT SERVICES, INC | Other Service Provider | $5,639 | — | $5,639 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $42,599
- Estimated Expense Ratio: 0.015% 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 | $42,599 | — | $36,960 | — | — |
| 2023 | $36,665 | — | $36,665 | — | — |
| 2022 | $28,910 | — | $28,910 | — | — |