Recordkeeping fees per participant
not reported
Not reported on this filing.
Employers › Indeck Energy Services
Indeck Energy Services 401(k)
- Utilities
- Buffalo Grove, IL
- EIN 36-3421443
- 1 plan with Schedule H financials
- Plan year 2024
- Indeck Energy Services, Inc.
Administrative expenses excluding investment management, per participant · Indeck Energy Services, Inc. and Affiliated Employers 401(k) Plan · plan year 2024
$104.00
Higher than 44% of the 24,371 plans $10 to 50M that report it.
Source
= $16,640 / 160
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251010133052NAL0004655235001, received 2025-10-10
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251010133052NAL0004655235001, received 2025-10-10
Percentiles compare this plan with the Schedule H plans $10 to 50M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-10.
Cost and contributions
Administrative expenses per participant
$659.01
Higher than 98% of the 25,098 plans $10 to 50M that report it.
Source
= $105,442 / 160
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251010133052NAL0004655235001, received 2025-10-10
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251010133052NAL0004655235001, received 2025-10-10
Administrative expenses as a share of assets
0.310%
Higher than 54% of the 25,132 plans $10 to 50M that report it.
Source
= $105,442 / $33,962,349
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251010133052NAL0004655235001, received 2025-10-10
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251010133052NAL0004655235001, received 2025-10-10
Employer contributions per participant
$1,464
Higher than 31% of the 24,050 plans $10 to 50M that report it.
Source
= $234,222 / 160
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251010133052NAL0004655235001, received 2025-10-10
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251010133052NAL0004655235001, received 2025-10-10
Employer share of total contributions
17.1%
Higher than 17% of the 24,084 plans $10 to 50M that report it.
Source
= $234,222 / $1,372,034
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251010133052NAL0004655235001, received 2025-10-10
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251010133052NAL0004655235001, received 2025-10-10
Plan terms, as stated in Indeck Energy Services, Inc.'s SEC filings
Plan terms are not published in public filings.
Plan features
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2T default investment (QDIA) · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251010133052NAL0004655235001, received 2025-10-10
Full record, Indeck Energy Services, Inc. and Affiliated Employers 401(k) Plan
| Field | Value | Source |
|---|---|---|
| Plan sponsor | INDECK ENERGY SERVICES, INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251010133052NAL0004655235001, received 2025-10-10 |
| Plan name | INDECK ENERGY SERVICES, INC. AND AFFILIATED EMPLOYERS 401(K) PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251010133052NAL0004655235001, received 2025-10-10 |
| Sponsor EIN / plan number | 36-3421443 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251010133052NAL0004655235001, received 2025-10-10 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251010133052NAL0004655235001, received 2025-10-10 |
| Sponsor location | BUFFALO GROVE, IL | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251010133052NAL0004655235001, received 2025-10-10 |
| Industry (business code) | 221100, Utilities | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251010133052NAL0004655235001, received 2025-10-10 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251010133052NAL0004655235001, received 2025-10-10 |
| Filing received | 2025-10-10 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251010133052NAL0004655235001, received 2025-10-10 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251010133052NAL0004655235001, received 2025-10-10 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251010133052NAL0004655235001, received 2025-10-10 |
| Participants, beginning of year | 233 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251010133052NAL0004655235001, received 2025-10-10 |
| Active participants | 150 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251010133052NAL0004655235001, received 2025-10-10 |
| Participants, end of year | 201 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251010133052NAL0004655235001, received 2025-10-10 |
| Participants with an account balance | 160 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251010133052NAL0004655235001, received 2025-10-10 |
| Total assets, beginning of year | $32,286,166 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251010133052NAL0004655235001, received 2025-10-10 |
| Total assets, end of year | $33,962,349 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251010133052NAL0004655235001, received 2025-10-10 |
| Net assets, end of year | $33,962,182 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251010133052NAL0004655235001, received 2025-10-10 |
| Total income | $6,573,471 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251010133052NAL0004655235001, received 2025-10-10 |
| Net income | $1,676,016 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251010133052NAL0004655235001, received 2025-10-10 |
| Employer contributions | $234,222 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251010133052NAL0004655235001, received 2025-10-10 |
| Participant contributions | $1,137,812 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251010133052NAL0004655235001, received 2025-10-10 |
| Total contributions | $1,372,034 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251010133052NAL0004655235001, received 2025-10-10 |
| Benefit payments | $4,792,013 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251010133052NAL0004655235001, received 2025-10-10 |
| Total expenses (incl. benefit payments) | $4,897,455 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251010133052NAL0004655235001, received 2025-10-10 |
| Total administrative expenses | $105,442 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251010133052NAL0004655235001, received 2025-10-10 |
| Contract administrator fees | $16,640 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251010133052NAL0004655235001, received 2025-10-10 |
| Investment advisory and management fees | $88,802 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251010133052NAL0004655235001, received 2025-10-10 |
| Administrative expenses excluding investment management | $16,640 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251010133052NAL0004655235001, received 2025-10-10 |
| Held in mutual funds | $31,899,475 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251010133052NAL0004655235001, received 2025-10-10 |
| Independent auditor | BDO USA, P.C. | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251010133052NAL0004655235001, received 2025-10-10 |
Position = column in the DOL layout for form year 2024. Filing 20251010133052NAL0004655235001, received 2025-10-10.
Service providers paid directly by the plan
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| PLEXUS FINANCIAL SOLUTIONS | SERVICE PROVIDER | 99 Other fees | $0 | yes |
| MORNINGSTAR | SERVICE PROVIDER | 27 Investment advisory (plan) | $0 | yes |
| SCP RETIREMENT SERVICES LLC | TPA | 49 Other services | $0 | yes |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251010133052NAL0004655235001, received 2025-10-10.
What changed since the 2023 plan year
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $32,286,166 | $33,962,349 | 5.2% |
| Participants with a balance | 171 | 160 | -6.4% |
| Administrative expenses | $102,750 | $105,442 | 2.6% |
| Recordkeeping fees per participant | not reported | not reported | |
| Employer contributions | $281,977 | $234,222 | -16.9% |
Prior filing 20241010131017NAL0020120929001, received 2024-10-10; the plan years are contiguous.
Alerts, claims and corrections
Sponsor name as filed: INDECK ENERGY SERVICES, INC.; SEC registrant: Indeck Energy Services, Inc. (CIK 1463441, matched by EIN).