Plan Snapshot
- Plan Sponsor: The Partner Companies LLC
- Sponsor EIN: 852379191
- Sponsor Address: 155 N. WACKER DR., #4670, CHICAGO, IL, 60606
- Plan Type: 401(k)
- Total Participants: 546
- Total Assets: $30.0M
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 | 546 | $30.0M | $1.4M | $2.8M |
| 2023 | 539 | $24.6M | $1.3M | $2.6M |
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 |
|---|---|---|---|---|
| TRANSAMERICA FINANCIAL LIFE INS CO | RECORDKEEPER | $146,327 | — | $146,327 |
| FUTUREPLAN BY ASCENSUS | RECORDKEEPER | $39,178 | $32 | $39,210 |
| SMITH & HOWARD, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA FINANCIAL LIFE INS CO — RECORDKEEPER
- FUTUREPLAN BY ASCENSUS — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $185,537
- Estimated Expense Ratio: 0.619% 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 | $186,166 | — | $186,166 | — | — |
| 2023 | $147,369 | — | $147,369 | — | — |