Plan Snapshot
- Plan Sponsor: Ed Napleton Oak Lawn Imports, INC.
- Sponsor EIN: 363480707
- Sponsor Address: 1 OAKBROOK TERRACE SUITE 600, OAKBROOK TERRACE, IL, 60181
- Plan Type: 401(k)
- Total Participants: 106
- Total Assets: $5.1M
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 | 106 | $5.1M | $235,717 | $495,306 |
| 2023 | 92 | $4.1M | $209,751 | $468,209 |
| 2022 | 89 | $2.5M | $274,245 | $427,409 |
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 |
|---|---|---|---|---|
| CASSELL PLAN AUDITS | Auditor | — | — | $0 |
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 | $32,685 | $16,006 | — | — | — |
| 2023 | $25,873 | $10,649 | — | — | — |
| 2022 | $20,446 | $10,514 | $9,932 | — | — |