Plan Snapshot
- Plan Sponsor: Emergency Nurses Association
- Sponsor EIN: 311703819
- Sponsor Address: 930 E. WOODFIELD RD, SCHAUMBURG, IL, 60173
- Plan Type: 401(k)
- Total Participants: 106
- Total Assets: $21.5M
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 | $21.5M | $427,348 | $1.1M |
| 2023 | 107 | $18.2M | $383,309 | $931,990 |
| 2022 | 96 | $15.8M | $735,439 | $883,351 |
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 |
|---|---|---|---|---|
| CHERRY BEKAERT | 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 | $23,852 | — | — | — | — |
| 2023 | $19,394 | — | — | — | — |
| 2022 | $21,353 | — | — | — | — |