Plan Snapshot
- Plan Sponsor: Tricoci University Of Beauty Cul
- Sponsor EIN: 562384225
- Sponsor Address: 222 S. PROSPECT AVENUE, PARK RIDGE, IL, 60068
- Plan Type: 401(k)
- Total Participants: 353
- Total Assets: $3.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 353 | $3.0M | $0 | $373,073 |
| 2023 | 319 | $2.5M | $0 | $334,139 |
| 2022 | 322 | $2.3M | $99 | $352,331 |
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 |
|---|---|---|---|---|
| ADP, INC. | RECORD KEEPER | $6,993 | — | $6,993 |
| MCCLINTOCK & ASSOCIATES P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
- MCCLINTOCK & ASSOCIATES P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $6,993
- Estimated Expense Ratio: 0.231% 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 | $6,994 | — | — | — | — |
| 2023 | $7,588 | — | — | — | — |
| 2022 | $4,710 | — | — | — | — |