Plan Snapshot
- Plan Sponsor: Windy City Wire, Cable And Technology Products, LLC
- Sponsor EIN: 204200970
- Sponsor Address: 386 INTERNATIONALE DRIVE, SUITE H, BOLINGBROOK, IL, 60440
- Plan Type: 401(k)
- Total Participants: 319
- Total Assets: $29.0M
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 | 319 | $29.0M | $748,572 | $1.6M |
| 2023 | 294 | $24.5M | $636,451 | $1.6M |
| 2022 | 292 | $20.6M | $544,796 | $1.5M |
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 |
|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | RECORDKEEPER | $113,097 | — | $113,097 |
| HANSEN, PLAHM & COMPANY | ACCOUNTANT | $5,000 | — | $5,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $118,097
- Estimated Expense Ratio: 0.408% 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 | $118,097 | — | — | $113,097 | — |
| 2023 | $117,608 | — | — | $11,576 | — |
| 2022 | $29,553 | — | — | — | — |