Plan Snapshot
- Plan Sponsor: Vedder Price, P.C.
- Sponsor EIN: 363254526
- Sponsor Address: 222 N. LASALLE STREET SUITE 2500, CHICAGO, IL, 606011003
- Plan Type: 401(k)
- Total Participants: 617
- Total Assets: $520.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 617 | $520.5M | $9.8M | $9.8M |
| 2023 | 606 | $462.3M | $9.3M | $9.2M |
| 2022 | 581 | $402.8M | $8.2M | $8.3M |
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 |
|---|---|---|---|---|
| VANGUARD ADVISERS INC. | NONE | $69,851 | — | $69,851 |
| THE VANGUARD GROUP, INC. | NONE | $67,604 | — | $67,604 |
| BAKER TILLY US,LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- VANGUARD ADVISERS INC. — NONE
- THE VANGUARD GROUP, INC. — NONE
- BAKER TILLY US,LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $137,455
- Estimated Expense Ratio: 0.026% 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 | $136,405 | — | — | — | — |
| 2023 | $118,053 | — | — | — | — |
| 2022 | $111,660 | — | — | — | — |