# Tressler LLP 401(k) Plan
Source: https://planprovider.pro/companies/tressler-llp-401k-plan

> Tressler LLP's 401(k) plan: 129 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/onedigital-investment-advisors-llc) — INVESTMENT ADVISOR

- [FGMK, LLC](https://planprovider.pro/provider/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|—|—|

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