Plan Snapshot
- Plan Sponsor: The Gori Law Firm, PC
- Sponsor EIN: 262750016
- Sponsor Address: 156 NORTH MAIN STREET, EDWARDSVILLE, IL, 62025
- Plan Type: 401(k)
- Total Participants: 199
- Total Assets: $10.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 199 | $10.2M | $254,441 | $845,915 |
| 2023 | 186 | $8.8M | $234,987 | $861,535 |
| 2022 | 162 | $6.5M | $251,486 | $673,308 |
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 |
|---|---|---|---|---|
| WEST & COMPANY, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WEST & COMPANY, LLC — 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 | $43,287 | $20,000 | — | — | — |
| 2023 | $33,344 | $11,667 | — | — | — |
| 2022 | $48,072 | $14,367 | $32,495 | — | $1,210 |