Plan Snapshot
- Plan Sponsor: Stats LLC
- Sponsor EIN: 841686415
- Sponsor Address: 203 N LASALLE ST, CHICAGO, IL, 60601
- Plan Type: 401(k)
- Total Participants: 122
- Total Assets: $37.6M
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 | 122 | $37.6M | $2,001 | $1.1M |
| 2023 | 133 | $34.8M | $10,414 | $1.3M |
| 2022 | 167 | $30.2M | $76,600 | $1.5M |
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 |
|---|---|---|---|---|
| LEE CPA AUDIT GROUP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEE CPA AUDIT GROUP — 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 | $103,314 | $57,821 | $300 | — | — |
| 2023 | $76,072 | $1,152 | $300 | $35,612 | — |
| 2022 | $44,725 | $995 | — | — | — |