# Ali Group North America Corporation 401(k) Plan
Source: https://planprovider.pro/companies/ali-group-north-america-corporation-401k-plan

> Ali Group North America Corporation's 401(k) plan: 4,141 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/kronick-kalada-berdy-and-co-pc) — 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|

## Similar Plans

- [The Middleby Corporation](https://planprovider.pro/companies/the-middleby-corporation-401k-plan-002) — 6,144 participants

- [Bunn-O-Matic Corporation](https://planprovider.pro/companies/bunn-o-matic-corporation-401k-plan) — 1,587 participants

- [Sewer Equipment Company Of America](https://planprovider.pro/companies/sewer-equipment-company-of-america-401k-plan) — 341 participants

- [Dover Corporation](https://planprovider.pro/companies/dover-corporation-401k-plan) — 11,251 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/ali-group-north-america-corporation-401k-plan)

© 2026 PlanProvider.Pro