Plan Snapshot
- Plan Sponsor: Transwestern Commercial Services LLC
- Sponsor EIN: 364232023
- Sponsor Address: 200 WEST MADISON STREET,, CHICAGO, IL, 60606
- Plan Type: 401(k)
- Total Participants: 1,760
- Total Assets: $256.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 1,760 | $256.4M | $3.1M | $16.0M |
| 2023 | 1,759 | $228.1M | $2.8M | $15.4M |
| 2022 | 1,665 | $185.6M | $2.6M | $14.2M |
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 |
|---|---|---|---|---|
| MITCHELL & TITUS, LL | Auditor | $25,750 | — | $25,750 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MITCHELL & TITUS, LL — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $25,750
- Estimated Expense Ratio: 0.010% 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 | $261,136 | $50,224 | — | $25,750 | — |
| 2023 | $118,661 | $84,181 | $600 | $25,000 | — |
| 2022 | $147,757 | $82,564 | — | — | — |