Plan Snapshot
- Plan Sponsor: Sko-Die, INC.
- Sponsor EIN: 362101829
- Sponsor Address: 8050 AUSTIN AVENUE, MORTON GROVE, IL, 60053
- Plan Type: 401(k)
- Total Participants: 67
- Total Assets: $9.2M
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 | 67 | $9.2M | $164,209 | $349,070 |
| 2023 | 73 | $8.2M | $167,657 | $355,974 |
| 2022 | 122 | $6.9M | $166,308 | $360,606 |
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 |
|---|---|---|---|---|
| ROTHSCHILD INVESTMENT | Other Service Provider | $9,398 | — | $9,398 |
| ASCENSUS LLC | Other Service Provider | $5,565 | — | $5,565 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $14,963
- Estimated Expense Ratio: 0.163% 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 | $14,963 | $9,398 | $5,565 | — | — |
| 2023 | $11,701 | $9,076 | $2,625 | — | — |
| 2022 | — | — | — | — | — |