Plan Snapshot
- Plan Sponsor: Wolverine Trading, LLC
- Sponsor EIN: 352185803
- Sponsor Address: 175 W JACKSON BLVD, CHICAGO, IL, 60604
- Plan Type: DC
- Total Participants: 395
- Total Assets: $181.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 395 | $181.0M | $2.7M | $8.9M |
| 2023 | 404 | $147.9M | $3.5M | $8.4M |
| 2022 | 377 | $116.3M | $3.6M | $7.7M |
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 |
|---|---|---|---|---|
| WEISS & COMPANY LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $4,006 | — | — | — | — |
| 2023 | $2,811 | — | — | — | — |
| 2022 | $2,312 | — | — | — | — |