Plan Snapshot
- Plan Sponsor: Topel Forman, L.L.C.
- Sponsor EIN: 362469413
- Sponsor Address: 500 NORTH MICHIGAN AVE, SUITE 1700, CHICAGO, IL, 606113751
- Plan Type: DC
- Total Participants: 177
- Total Assets: $32.8M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 177 | $32.8M | $1.2M | $1.7M |
| 2023 | 148 | $26.1M | $1.1M | $1.6M |
| 2022 | 127 | $19.4M | $913,109 | $1.3M |
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 |
|---|---|---|---|---|
| CDH CPA, PLLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $27,296 | $27,296 | — | — | — |
| 2023 | $16,787 | — | — | — | — |
| 2022 | $68,134 | — | $68,134 | — | — |