Plan Snapshot
- Plan Sponsor: Solomon Cordwell Buenz
- Sponsor EIN: 362643058
- Sponsor Address: 330 N STATE STREET 25TH FLOOR, CHICAGO, IL, 60611
- Plan Type: 401(k)
- Total Participants: 213
- Total Assets: $49.5M
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 | 213 | $49.5M | $504,036 | $2.4M |
| 2023 | 246 | $46.1M | $595,260 | $2.7M |
| 2022 | 310 | $41.2M | $438,179 | $2.7M |
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 |
|---|---|---|---|---|
| WILLIAM BLAIR & COMPANY LLC | INVESTMENT ADVISOR | $120,371 | — | $120,371 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $62,555 | — | $62,555 |
| OSTROW REISIN BERK & ABRAMS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- OSTROW REISIN BERK & ABRAMS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $182,926
- Estimated Expense Ratio: 0.369% 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 | $182,926 | $182,926 | — | — | — |
| 2023 | $232,131 | $232,131 | — | — | — |
| 2022 | $177,649 | $177,649 | — | — | — |