Plan Snapshot
- Plan Sponsor: National Lift Truck, INC.
- Sponsor EIN: 362960004
- Sponsor Address: 3333 MOUNT PROSPECT RD, FRANKLIN PARK, IL, 60131
- Plan Type: 401(k)
- Total Participants: 196
- Total Assets: $28.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 196 | $28.3M | $979,249 | $1.1M |
| 2023 | 190 | $25.7M | $826,586 | $925,792 |
| 2022 | 169 | $20.7M | $736,748 | $770,502 |
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 |
|---|---|---|---|---|
| CJG PARTNERS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CJG PARTNERS, 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 | $2,927 | — | $2,927 | — | — |
| 2023 | $2,125 | — | $2,125 | — | — |
| 2022 | $1,619 | — | $1,619 | — | — |