Plan Snapshot
- Plan Sponsor: Milk Products Holdingsnorth Am
- Sponsor EIN: 943077780
- Sponsor Address: 8700 W BRYN MAWR AVENUE, CHICAGO, IL, 60631
- Plan Type: 401(k)
- Total Participants: 69
- Total Assets: $17.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 69 | $17.5M | $363,216 | $808,698 |
| 2023 | 67 | $15.4M | $361,263 | $790,801 |
| 2022 | 73 | $14.2M | $319,437 | $661,394 |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — Auditor
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 | $39,517 | $38,391 | — | — | — |
| 2023 | $30,018 | $28,668 | — | — | — |
| 2022 | $30,208 | — | — | — | — |