# The Custom Companies, INC. 401(k) Plan
Source: https://planprovider.pro/companies/the-custom-companies-inc-401k-plan

> The Custom Companies, INC.'s 401(k) plan: 380 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| LPL FINANCIAL, LLC|INVESTMENT ADVISOR|$44,051|—|$44,051|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$12,740|—|$12,740|

| RETIREMENT SOLUTION GROUP, LLC|CONTRACT ADMIN|$9,945|—|$9,945|

| PLANTE & MORAN, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [LPL FINANCIAL, LLC](https://planprovider.pro/provider/equitable) — INVESTMENT ADVISOR

- [PLANTE & MORAN, PLLC](https://planprovider.pro/provider/plante-and-moran-pllc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $66,736

- **Estimated Expense Ratio:** 0.408% 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|$61,688|—|$61,688|—|—|

| 2023|$53,397|—|$53,397|—|—|

| 2022|$53,675|—|—|—|$53,675|

| 2021|$62,797|—|$62,797|—|—|

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