Plan Snapshot
- Plan Sponsor: The Custom Companies, INC.
- Sponsor EIN: 363420142
- Sponsor Address: 135 NORTH RAILROAD AVE., NORTHLAKE, IL, 60164
- Plan Type: 401(k)
- Total Participants: 380
- Total Assets: $16.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 380 | $16.4M | $190,005 | $786,626 |
| 2023 | 369 | $14.4M | $215,522 | $789,754 |
| 2022 | 301 | $12.7M | $195,171 | $750,790 |
| 2021 | 152 | $14.5M | $0 | $0 |
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 |
|---|---|---|---|---|
| PLANTE & MORAN, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PLANTE & MORAN, PLLC — 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 | $61,688 | — | $61,688 | — | — |
| 2023 | $53,397 | — | $53,397 | — | — |
| 2022 | $53,675 | — | — | — | $53,675 |
| 2021 | $62,797 | — | $62,797 | — | — |