Plan Snapshot
- Plan Sponsor: Westside Children'S Therapy
- Sponsor EIN: 261120233
- Sponsor Address: 9550 BORMET DRIVE, MOKENA, IL, 60448
- Plan Type: 401(k)
- Total Participants: 662
- Total Assets: $5.4M
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 | 662 | $5.4M | $494,996 | $1.2M |
| 2023 | 594 | $3.4M | $329,046 | $909,628 |
| 2022 | 518 | $1.9M | $250,423 | $701,456 |
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 |
|---|---|---|---|---|
| COULTER & JUSTUS | Auditor | $6,500 | — | $6,500 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $6,500
- Estimated Expense Ratio: 0.121% 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 | $59,300 | — | $24,550 | $6,500 | — |
| 2023 | $38,088 | — | $14,995 | $4,900 | — |
| 2022 | $19,015 | — | $19,015 | — | — |