Plan Snapshot
- Plan Sponsor: Storck Usa, L.P.
- Sponsor EIN: 362931430
- Sponsor Address: 325 NORTH LASALLE STREET SUITE 400, CHICAGO, IL, 60654
- Plan Type: 401(k)
- Total Participants: 95
- Total Assets: $22.6M
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 | 95 | $22.6M | $823,848 | $1.1M |
| 2023 | 94 | $19.0M | $859,219 | $1.1M |
| 2022 | 100 | $18.1M | $595,670 | $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 |
|---|---|---|---|---|
| CASSELL PLAN AUDITS, P.C. | Auditor | $2,355 | — | $2,355 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,355
- Estimated Expense Ratio: 0.010% 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 | $74,713 | $30,000 | — | $2,355 | — |
| 2023 | $65,859 | $29,994 | — | — | — |
| 2022 | $75,459 | — | $75,459 | — | — |