Plan Snapshot
- Plan Sponsor: T.A.S.C. INC.
- Sponsor EIN: 362870923
- Sponsor Address: 700 S. CLINTON STREET, CHICAGO, IL, 60607
- Plan Type: DC
- Total Participants: 322
- Total Assets: $8.1M
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 | 322 | $8.1M | $294,081 | $783,462 |
| 2023 | 279 | $6.9M | $1.2M | $648,053 |
| 2022 | 266 | $5.2M | $0 | $553,838 |
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 |
|---|---|---|---|---|
| ASCENSUS LLC | NONE | $44,498 | — | $44,498 |
| CLIFTONLARSONALLEN WEALTH ADVISORS | NONE | $17,166 | — | $17,166 |
| SIKICH CPA LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN WEALTH ADVISORS — NONE
- SIKICH CPA LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $61,664
- Estimated Expense Ratio: 0.765% 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 | $66,524 | $20,599 | $44,497 | — | — |
| 2023 | $50,122 | $16,026 | $32,934 | — | — |
| 2022 | $30,116 | $7,707 | $22,409 | — | — |