Plan Snapshot
- Plan Sponsor: Tressler LLP
- Sponsor EIN: 363447958
- Sponsor Address: 233 SOUTH WACKER DRIVE 61ST FLOOR, CHICAGO, IL, 60606
- Plan Type: 401(k)
- Total Participants: 129
- Total Assets: $38.1M
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 | 129 | $38.1M | $677,666 | $1.4M |
| 2023 | 140 | $37.7M | $203,365 | $1.3M |
| 2022 | 130 | $33.1M | $186,747 | $1.2M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $46,191 | — | $46,191 |
| WINTRUST INVESTMENTS LLC | INVESTMENT ADVISOR | $44,834 | — | $44,834 |
| ONEDIGITAL INVESTMENT ADVISORS LLC | INVESTMENT ADVISOR | $20,110 | — | $20,110 |
| FGMK, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ONEDIGITAL INVESTMENT ADVISORS LLC — INVESTMENT ADVISOR
- FGMK, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $111,135
- Estimated Expense Ratio: 0.292% 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 | $111,135 | $64,944 | — | — | — |
| 2023 | $101,686 | $60,000 | — | — | — |
| 2022 | $102,626 | — | $102,626 | — | — |