Plan Snapshot
- Plan Sponsor: Napleton Auto Werks
- Sponsor EIN: 364077925
- Sponsor Address: 6600 E. RIVERSIDE BOULEVARD, LOVES PARK, IL, 611110000
- Plan Type: 401(k)
- Total Participants: 572
- Total Assets: $14.4M
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 | 572 | $14.4M | $0 | $1.6M |
| 2023 | 502 | $12.6M | $0 | $1.5M |
| 2022 | 474 | $11.2M | $1,119 | $1.4M |
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 |
|---|---|---|---|---|
| OSAIC WEALTH INC | NONE | $32,725 | — | $32,725 |
| ASCENSUS LLC | NONE | $27,831 | — | $27,831 |
| DAVIDSON PARGMAN & COMPANY, LLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $60,556
- Estimated Expense Ratio: 0.420% 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 | $60,556 | $32,725 | $27,831 | — | — |
| 2023 | $53,598 | $28,312 | $25,286 | — | — |
| 2022 | $50,861 | $27,983 | $22,878 | — | — |