Plan Snapshot
- Plan Sponsor: Spaulding Ridge LLC
- Sponsor EIN: 823908182
- Sponsor Address: 203 N LASALLE ST, CHICAGO, IL, 606011243
- Plan Type: 401(k)
- Total Participants: 305
- Total Assets: $24.8M
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 | 305 | $24.8M | $1.7M | $3.4M |
| 2023 | 278 | $17.5M | $1.4M | $2.9M |
| 2022 | 236 | $11.3M | $1.5M | $3.0M |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — 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 | $84,995 | — | — | — | — |
| 2023 | $36,105 | $31,516 | $4,589 | — | — |
| 2022 | $36,406 | $32,146 | $4,260 | — | — |