Plan Snapshot
- Plan Sponsor: National Material, L.P.
- Sponsor EIN: 363559267
- Sponsor Address: 1965 PRATT BOULEVARD, ELK GROVE VILLAGE, IL, 60007
- Plan Type: 401(k)
- Total Participants: 358
- Total Assets: $62.9M
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 | 358 | $62.9M | $812,544 | $2.2M |
| 2023 | 514 | $57.3M | $399,158 | $2.3M |
| 2022 | 428 | $54.7M | $371,425 | $2.1M |
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 |
|---|---|---|---|---|
| WARADY & DAVIS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WARADY & DAVIS — 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 | $52,884 | — | — | — | — |
| 2023 | $43,747 | $32,435 | — | — | — |
| 2022 | $56,147 | $26,438 | $8,994 | — | — |