Plan Snapshot
- Plan Sponsor: Vrdolyak Law Group, LLC
- Sponsor EIN: 300278947
- Sponsor Address: 9618 S COMMERICAL AVE, CHICAGO, IL, 60617
- Plan Type: 401(k)
- Total Participants: 62
- Total Assets: $4.8M
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 | 62 | $4.8M | $103,711 | $374,749 |
| 2023 | 58 | $4.2M | $82,322 | $306,493 |
| 2022 | 58 | $3.6M | $37,235 | $263,662 |
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 |
|---|---|---|---|---|
| WHALEN CAPITAL INC. | INVESTMENT ADVISOR | $24,423 | — | $24,423 |
| EMPOWER ADVISORY GROUP LLC | INVESTMENT MGR | $16,053 | — | $16,053 |
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $12,381 | — | $12,381 |
| CORPORATE RETIREMENT SOLUTIONS LLC | CONTACT ADMIN | $6,190 | $4,453 | $10,643 |
| LEGACY PROFESSIONALS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEGACY PROFESSIONALS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $63,500
- Estimated Expense Ratio: 1.330% 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 | $54,786 | $40,476 | $6,190 | — | — |
| 2023 | $51,110 | $32,338 | $8,708 | — | — |
| 2022 | $39,428 | $32,334 | $7,094 | — | — |