Plan Snapshot
- Plan Sponsor: Ali Group North America Corporation
- Sponsor EIN: 571149631
- Sponsor Address: 101 CORPORATE WOODS PARKWAY, VERNON HILLS, IL, 60061
- Plan Type: 401(k)
- Total Participants: 4,141
- Total Assets: $479.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 4,141 | $479.3M | $10.9M | $21.2M |
| 2023 | 4,102 | $446.0M | $10.7M | $20.3M |
| 2022 | 2,623 | $171.3M | $5.9M | $11.1M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | NONE | $445,958 | — | $445,958 |
| CAPITAL STRATEGIES INVESTMENT GROUP | NONE | $75,000 | — | $75,000 |
| CHARLES SCHWAB TRUST BANK | NONE | $37,451 | — | $37,451 |
| KRONICK KALADA BERDY & CO P.C. | Auditor | $19,274 | — | $19,274 |
| KRONICK KALADA BERDY & CO | NONE | $19,273 | — | $19,273 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KRONICK KALADA BERDY & CO P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $596,956
- Estimated Expense Ratio: 0.125% 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 | $498,592 | $139,425 | — | $19,274 | — |
| 2023 | $586,825 | $56,250 | — | $55,000 | — |
| 2022 | $309,201 | — | $308,901 | — | $300 |