Plan Snapshot
- Plan Sponsor: Gerflor Usa INC
- Sponsor EIN: 363313608
- Sponsor Address: 750 VETERANS PARKWAY, SUITE A, BOLINGBROOK, IL, 60440
- Plan Type: 401(k)
- Total Participants: 407
- Total Assets: $27.0M
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 | 407 | $27.0M | $1.3M | $2.2M |
| 2023 | 357 | $22.9M | $1.1M | $1.9M |
| 2022 | 284 | $17.3M | $945,121 | $1.6M |
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 |
|---|---|---|---|---|
| ASCENSUS LLC | NONE | $95,084 | — | $95,084 |
| NFP RETIREMENT INC | OTHER FEES | — | $6,680 | $6,680 |
| PLANTE & MORAN, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NFP RETIREMENT INC — OTHER FEES
- PLANTE & MORAN, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $101,764
- Estimated Expense Ratio: 0.377% 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 | $96,434 | — | $96,434 | — | — |
| 2023 | $76,619 | $28,777 | $47,842 | — | — |
| 2022 | $76,389 | $27,566 | $48,823 | — | — |