Plan Snapshot
- Plan Sponsor: Ed Napleton Oak Lawn Imports, INC.
- Sponsor EIN: 363480707
- Sponsor Address: 1 OAKBROOK TERRACE, OAKBROOK TERRACE, IL, 60181
- Plan Type: DC
- Total Participants: 1,932
- Total Assets: $46.8M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 1,932 | $46.8M | $35,689 | $7.0M |
| 2023 | 1,985 | $42.1M | $26,154 | $7.0M |
| 2022 | 2,524 | $34.2M | $0 | $7.0M |
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 CO | RECORDKEEPER | $101,340 | — | $101,340 |
| MMA SECURITIES, LLC | INVESTMENT ADVISOR | $96,594 | — | $96,594 |
| EMPOWER ADVISORY GROUP,LLC | INVESTMENT MANAGEMENT | $52,577 | — | $52,577 |
| COMPASS RETIREMENT CONSULTING GROUP | CONTRACT ADMIN | $31,447 | — | $31,447 |
| 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: $281,958
- Estimated Expense Ratio: 0.602% 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 | $274,233 | — | $274,233 | — | — |
| 2023 | $205,967 | — | $205,967 | — | — |
| 2022 | $140,697 | — | — | — | $140,697 |