Plan Snapshot
- Plan Sponsor: Start Early
- Sponsor EIN: 363186328
- Sponsor Address: 33 W. MONROE, CHICAGO, IL, 60603
- Plan Type: DC
- Total Participants: 439
- Total Assets: $41.6M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 439 | $41.6M | $2.7M | $3.3M |
| 2023 | 403 | $32.6M | $2.4M | $2.9M |
| 2022 | 375 | $26.1M | $876,149 | $2.6M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $61,673 | — | $61,673 |
| ROCATON INVESTMENT ADVISORS LLC | INVESTMENT ADVISOR | $45,000 | — | $45,000 |
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $106,673
- Estimated Expense Ratio: 0.256% 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 | $106,673 | $45,000 | — | — | — |
| 2023 | $73,629 | $45,000 | — | — | — |
| 2022 | $58,203 | — | — | — | — |