# Thunderbird, LLC 401(k) Plan
Source: https://planprovider.pro/companies/thunderbird-llc-401k-plan

> Thunderbird, LLC's 401(k) plan: 682 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Thunderbird, LLC

- **Sponsor EIN:** 364289910

- **Sponsor Address:** 900 COMMERCE DRIVE, OAK BROOK, IL, 60523

- **Plan Type:** 401(k)

- **Total Participants:** 682

- **Total Assets:** $14.4M

## 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|682|$14.4M|$610,235|$1.7M|

| 2023|557|$12.7M|$584,307|$1.6M|

| 2022|632|$10.4M|$545,554|$1.4M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$49,854|—|$49,854|

| CAPFINANCIAL PARTNERS LLC|ADVISOR|$42,814|—|$42,814|

| RSM US LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [RSM US LLP](https://planprovider.pro/provider/rsm-us-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $92,668

- **Estimated Expense Ratio:** 0.643% 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|$92,668|$42,814|—|—|—|

| 2023|$85,903|$40,628|—|—|—|

| 2022|$78,493|—|—|—|—|

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