# The Partner Companies LLC 401(k) Plan
Source: https://planprovider.pro/companies/the-partner-companies-llc-401k-plan-001

> The Partner Companies LLC's 401(k) plan: 546 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

- [FUTUREPLAN BY ASCENSUS](https://planprovider.pro/provider/ascensus-llc) — 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|—|—|

## Similar Plans

- [Cl Enterprises, LLC](https://planprovider.pro/companies/cl-enterprises-401k-plan) — 555 participants

- [Gatx Corporation](https://planprovider.pro/companies/gatx-corporation-plan) — 583 participants

- [Partners Enterprise Capital Holdings LLC](https://planprovider.pro/companies/partners-enterprise-capital-holdings-llc-401k-plan) — 470 participants

- [Screen North America Holdings, INC.](https://planprovider.pro/companies/screen-north-america-holdings-inc-401k-plan) — 450 participants

- [Gatx Corporation](https://planprovider.pro/companies/gatx-corporation-plan-003) — 415 participants

- [Gatx Corporation](https://planprovider.pro/companies/gatx-corporation-401k-plan-002) — 685 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/the-partner-companies-llc-401k-plan-001)

© 2026 PlanProvider.Pro