# Topel Forman, L.L.C. DC Plan
Source: https://planprovider.pro/companies/topel-forman-l-l-c-plan-002

> Topel Forman, L.L.C.'s DC plan: 177 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| AVANTAX RETIREMENT PLAN SERVICES|N/A|$27,296|—|$27,296|

| CDH CPA, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [AVANTAX RETIREMENT PLAN SERVICES](https://planprovider.pro/provider/avantax-planning-partners-inc) — N/A

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $27,296

- **Estimated Expense Ratio:** 0.083% 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|$27,296|$27,296|—|—|—|

| 2023|$16,787|—|—|—|—|

| 2022|$68,134|—|$68,134|—|—|

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