Plan Snapshot
- Plan Sponsor: Tritech Marketing, LLC
- Sponsor EIN: 363604568
- Sponsor Address: 7020 HIGH GROVE BOULEVARD, BURR RIDGE, IL, 60527
- Plan Type: 401(k)
- Total Participants: 84
- Total Assets: $20.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 84 | $20.1M | $160,432 | $1.3M |
| 2023 | 127 | $17.9M | $262,033 | $1.3M |
| 2022 | 156 | $11.8M | $203,909 | $985,024 |
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 |
|---|---|---|---|---|
| UBS FINANCIAL SERVICES | FINANCIAL ADVISOR | — | $43,719 | $43,719 |
| SCP RETIREMENT SERVICES LLC | TPA | — | $9,098 | $9,098 |
| VOYA RETIREMENT ADVISORS | SERVICE PROVIDER | $5,053 | — | $5,053 |
| LEE CPA AUDIT GROUP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UBS FINANCIAL SERVICES — FINANCIAL ADVISOR
- LEE CPA AUDIT GROUP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $57,870
- Estimated Expense Ratio: 0.288% 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 | $20,749 | $4,934 | $2,525 | — | — |
| 2023 | $19,149 | $8,149 | $1,750 | — | — |
| 2022 | $12,508 | — | $12,508 | — | — |