# Solomon Cordwell Buenz 401(k) Plan
Source: https://planprovider.pro/companies/solomon-cordwell-buenz-associates-inc-401k-plan

> Solomon Cordwell Buenz's 401(k) plan: 213 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/ostrow-reisin-berk-and-abrams-ltd) — 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|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/solomon-cordwell-buenz-associates-inc-401k-plan)

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