Plan Snapshot
- Plan Sponsor: Steel River Systems, LLC
- Sponsor EIN: 810751030
- Sponsor Address: 405 WEST ROCK FALLS ROAD, ROCK FALLS, IL, 61071
- Plan Type: 401(k)
- Total Participants: 39
- Total Assets: $753,269
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 39 | $753,269 | $229,841 | $63,915 |
| 2023 | 135 | $831,491 | $373,895 | $25,293 |
| 2022 | 83 | $442,736 | $196,043 | $16,914 |
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 |
|---|---|---|---|---|
| FORGE FINANCIAL & MGMT CONSULTING | Auditor | — | — | $0 |
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 | $3,193 | — | $3,193 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |