Plan Snapshot
- Plan Sponsor: The Inland Group, LLC
- Sponsor EIN: 363189393
- Sponsor Address: 2901 BUTTERFIELD ROAD, OAK BROOK, IL, 60523
- Plan Type: 401(k)
- Total Participants: 1,208
- Total Assets: $108.5M
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 | 1,208 | $108.5M | $2.1M | $6.5M |
| 2023 | 1,072 | $96.7M | $2.0M | $6.1M |
| 2022 | 872 | $79.4M | $1.6M | $5.7M |
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 |
|---|---|---|---|---|
| MESIROW FINANCIAL INVESTMENT MANAGE | INVESTMENT MGMT | $116,998 | — | $116,998 |
| CREATIVE PLANNING HOLDCO LLC DBA CR | INVESTMENT ADVISOR | $34,400 | — | $34,400 |
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $28,581 | — | $28,581 |
| FORVIS LLP | AUDITOR | $26,769 | — | $26,769 |
| FORVIS | Auditor | $26,769 | — | $26,769 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $233,517
- Estimated Expense Ratio: 0.215% 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 | $188,861 | $133,511 | — | $26,769 | — |
| 2023 | $181,388 | $115,665 | — | $16,710 | — |
| 2022 | $182,048 | $108,220 | $59,513 | — | $14,315 |