Plan Snapshot
- Plan Sponsor: Thermos L.L.C.
- Sponsor EIN: 364425839
- Sponsor Address: 475 N MARTINGALE ROAD, SCHAUMBURG, IL, 60173
- Plan Type: 401(k)
- Total Participants: 99
- Total Assets: $24.4M
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 | 99 | $24.4M | $506,747 | $889,611 |
| 2023 | 102 | $22.7M | $536,991 | $894,282 |
| 2022 | 103 | $20.4M | $499,580 | $828,191 |
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 |
|---|---|---|---|---|
| DUFEK & COMPANY LLC | ACCOUNTANT | $14,250 | — | $14,250 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DUFEK & COMPANY LLC — ACCOUNTANT
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $14,250
- Estimated Expense Ratio: 0.058% 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 | $18,103 | $14,250 | — | — | — |
| 2023 | $48,707 | $45,750 | — | — | — |
| 2022 | $3,077 | — | — | — | — |