Plan Snapshot
- Plan Sponsor: The British Home For Retired Men And Women
- Sponsor EIN: 362169132
- Sponsor Address: 8700 W. 31ST STREET, BROOKFIELD, IL, 60513
- Plan Type: 401(k)
- Total Participants: 154
- Total Assets: $3.9M
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 | 154 | $3.9M | $49,823 | $182,772 |
| 2023 | 143 | $3.9M | $46,716 | $168,090 |
| 2022 | 141 | $3.6M | $49,347 | $174,185 |
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 |
|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | Other Service Provider | $1,167 | $27,316 | $28,483 |
| SAGEVIEW ADVISORY GROUP | Investment Advisor | $17,295 | — | $17,295 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SAGEVIEW ADVISORY GROUP — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $45,778
- Estimated Expense Ratio: 1.181% 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 | $18,237 | $17,295 | $942 | — | — |
| 2023 | $17,170 | $16,746 | $424 | — | — |
| 2022 | $18,005 | $16,297 | $1,708 | — | — |