Plan Snapshot
- Plan Sponsor: Knowles Intermediate Pd Holdings,
- Sponsor EIN: 933466400
- Sponsor Address: 1151 MAPLEWOOD DRIVE, ITASCA, IL, 60143
- Plan Type: 401(k)
- Total Participants: 388
- Total Assets: $9.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 388 | $9.5M | $134,640 | $657,732 |
| 2023 | 116 | $57,405 | $9,516 | $46,961 |
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 |
|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | SERVICE PROVIDER | $37,224 | — | $37,224 |
| CAPFINANCIAL PARTNERS LLC | SERVICE PROVIDER | — | $12,736 | $12,736 |
| CHERRY BEKAERT LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $49,960
- Estimated Expense Ratio: 0.526% 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 | $37,994 | $1,460 | $36,184 | — | — |
| 2023 | — | — | — | — | — |