Benchmarking Isosceles Holdings, LLC Retirement Savings Plan in Schaumburg, IL against all plans
Isosceles Holdings, LLC Retirement Savings Plan in Schaumburg, IL has the 12th-highest total expenses ($1,881,351) of the 546 plans in Illinois that are covered by a fidelity bond, an ERISA section 404(c) plan, don't provide for automatic enrollment, are a single-employer plan, and have 100 to 499 total participants. Those $1,881,351 compare to an average of $504,908 across the 546 plans.
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Peers
outdone by The Marvel Group 401(K) and Profit Sharing Plan in Chicago, IL ($10,982,991), CPO Services, Inc. 401(K) Profit Sharing Plan and Trust in Peoria, IL ($3,603,063), Forest City Gear Retirement Plan in Roscoe, IL ($3,478,137), and White Distribution and Supply, Inc. 401(K) Profit Sharing Plan in Fairbury, IL ($3,099,535), and 7 others, ending with The Northridge Group, Inc. Profit Sharing Plan and Trust in Rosemont, IL ($2,056,401).
outdid Orion Industries, Ltd Cross-Tested Profit Sharing Plan in Chicago, IL ($1,833,219), Datassential, Inc. 401(K) Plan in Chicago, IL ($1,769,988), Superheat FGH Retirement Readiness Plan in New Lenox, IL ($1,757,248), and Healthcare Information Services, L.L.C. Profit Sharing 401(K) Plan in Willowbrook, IL ($1,653,521), and 530 others, ending with Flexicorps Inc. 401(K) Plan in St. Charles, IL ($4,022).
outdid Orion Industries, Ltd Cross-Tested Profit Sharing Plan in Chicago, IL ($1,833,219), Datassential, Inc. 401(K) Plan in Chicago, IL ($1,769,988), Superheat FGH Retirement Readiness Plan in New Lenox, IL ($1,757,248), and Healthcare Information Services, L.L.C. Profit Sharing 401(K) Plan in Willowbrook, IL ($1,653,521), and 530 others, ending with Flexicorps Inc. 401(K) Plan in St. Charles, IL ($4,022).
References
- provide for automatic enrollment. 401(k) plan or 403(b) plan that provides for automatic enrollment in a plan that has elective contributions deducted from payroll. Feature code 2S within Line 8a of Form 5500. Except where noted, all data come from the 25-October-2023 updates to the year-2021 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
- an ERISA section 404(c) plan. An “ERISA section 404(c) Plan” is an individual account plan described in section 3(34) of the Act that: (i) provides an opportunity for a participant or beneficiary to exercise control over assets in his individual account, and (ii) provides a participant or beneficiary an opportunity to choose, from a broad range of investment alternatives, the manner in which some or all of the assets in his account are invested. Feature code 2F within Line 8a of Form 5500. Except where noted, all data come from the 25-October-2023 updates to the year-2021 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
- covered by a fidelity bond. A 'yes' value is good. Line 4e from Schedule H. A plan is covered by a fidelity bond only if the plan itself (as opposed to the plan sponsor or administrator) is a named insured under a fidelity bond from an approved surety covering plan officials and that protects the plan from losses due to fraud or dishonesty as described in 29 CFR Part 2580. Generally, every plan official of an employee benefit plan who ‘‘handles’’ funds or other property of such plan must be bonded. Generally, a person shall be deemed to be ‘‘handling’’ funds or other property of a plan, so as to require bonding, whenever his or her duties or activities with respect to given funds are such that there is a risk that such funds could be lost in the event of fraud or dishonesty on the part of such person, acting either alone or in collusion with others. Except where noted, all data come from the 25-October-2023 updates to the year-2021 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
- in state. Except where noted, all data come from the 25-October-2023 updates to the year-2021 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
- total expenses. From Line 2j, Schedule H. Except where noted, all data come from the 25-October-2023 updates to the year-2021 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
- total participants bracket. We partitioned total participants into eight brackets: 0-9, 10-24, 25-49, 50-99, 100-499, 500-999, 1000-4999, 5000-24999, and 25000 or more. Except where noted, all data come from the 25-October-2023 updates to the year-2021 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
- are plan type. A plan is a multiemployer plan if: (a) more than one employer is required to contribute, (b) the plan is maintained pursuant to one or more collective bargaining agreements between one or more employee organizations and more than one employer; (c) an election under Code section 414(f)(5) and ERISA section 3(37)(E) has not been made; and (d) the plan meets any other applicable conditions of 29 CFR 2510.3-37. A single-employer plan for this Form 5500 reporting purpose is an employee benefit plan maintained by one employer or one employee organization. A multiple-employer plan is a plan that is maintained by more than one employer and is not one of the plans already described. Except where noted, all data come from the 25-October-2023 updates to the year-2021 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.