Plan Snapshot
- Plan Sponsor: National Business Furniture, LLC
- Sponsor EIN: 203851320
- Sponsor Address: 770 SOUTH 70TH STREET, MILWAUKEE, WI, 53214
- Plan Type: 401(k)
- Total Participants: 192
- Total Assets: $46.8M
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 | 192 | $46.8M | $738,717 | $2.0M |
| 2023 | 235 | $44.4M | $1.4M | $2.0M |
| 2022 | 232 | $37.5M | $1.2M | $1.8M |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | $9,056 | — | $9,056 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $9,056
- Estimated Expense Ratio: 0.019% 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 | $82,327 | $13,298 | — | $9,056 | — |
| 2023 | $75,776 | $5,960 | — | $14,175 | — |
| 2022 | $82,299 | — | — | — | $82,299 |