# Vail Systems, INC. 401(k) Plan
Source: https://planprovider.pro/companies/vail-systems-inc-401k-plan

> Vail Systems, INC.'s 401(k) plan: 260 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Vail Systems, INC.

- **Sponsor EIN:** 363806321

- **Sponsor Address:** 570 LAKE COOK ROAD SUITE 400, DEERFIELD, IL, 60015

- **Plan Type:** 401(k)

- **Total Participants:** 260

- **Total Assets:** $43.1M

## 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|260|$43.1M|$870,059|$3.1M|

| 2023|225|$35.0M|$727,270|$2.7M|

| 2022|209|$26.8M|$679,620|$2.5M|

## 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|$47,876|—|$47,876|

| CERITY PARTNERS RETIREMENT PLAN ADV|INVESTMENT ADVISOR|$24,837|—|$24,837|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$7,139|—|$7,139|

| FGMK, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [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:** $79,852

- **Estimated Expense Ratio:** 0.185% 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|$86,008|$31,976|—|—|—|

| 2023|$83,518|$27,224|—|—|—|

| 2022|$77,252|—|$77,252|—|—|

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