# Sourcebooks, LLC 401(k) Plan
Source: https://planprovider.pro/companies/sourcebooks-llc-401k-plan

> Sourcebooks, LLC's 401(k) plan: 287 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Sourcebooks, LLC

- **Sponsor EIN:** 363547944

- **Sponsor Address:** 1935 BROOKDALE RD SUITE 139, NAPERVILLE, IL, 60563

- **Plan Type:** 401(k)

- **Total Participants:** 287

- **Total Assets:** $20.1M

## 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|287|$20.1M|$483,885|$2.1M|

| 2023|251|$14.7M|$413,752|$1.4M|

| 2022|175|$10.3M|$296,185|$1.0M|

## 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|

| WSDD CPAS LTD.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [WSDD CPAS LTD.](https://planprovider.pro/provider/wsdd-cpas-ltd) — Auditor

## 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|$58,277|$43,055|—|—|—|

| 2023|$42,536|$29,404|—|—|—|

| 2022|$35,414|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/sourcebooks-llc-401k-plan)

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