Plan Snapshot
- Plan Sponsor: Anuvu Operations LLC
- Sponsor EIN: 854087698
- Sponsor Address: 1050 OAK CREEK DRIVE, LOMBARD, IL, 60148
- Plan Type: 401(k)
- Total Participants: 515
- Total Assets: $48.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 515 | $48.4M | $1.0M | $2.9M |
| 2023 | 413 | $48.5M | $1.4M | $3.8M |
| 2022 | 449 | $38.5M | $870,008 | $3.5M |
| 2021 | 453 | $45.4M | $0 | $0 |
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 |
|---|---|---|---|---|
| KAUFMAN ROSSIN & CO. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KAUFMAN ROSSIN & CO. — Auditor
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 | $20,157 | $8,107 | $10,050 | — | — |
| 2023 | $15,106 | $7,350 | $5,650 | — | — |
| 2022 | $23,886 | — | — | — | — |
| 2021 | $61,647 | — | — | — | — |