Plan Snapshot
- Plan Sponsor: New Flyer Holdings, INC.
- Sponsor EIN: 980468607
- Sponsor Address: 200 E. OAKTON STREET, DES PLAINES, WI, 60018
- Plan Type: 401(k)
- Total Participants: 2,309
- Total Assets: $140.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 2,309 | $140.0M | $4.4M | $7.8M |
| 2023 | 2,520 | $123.7M | $4.0M | $6.9M |
| 2022 | 2,529 | $109.0M | $3.7M | $6.4M |
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 |
|---|---|---|---|---|
| AON INVESTMENTS USA INC | Other Service Provider | $198,514 | — | $198,514 |
| EMPOWER ANNUITY INSURANCE COMPANY O | Other Service Provider | $164,062 | — | $164,062 |
| EMPOWER ADVISORY GROUP, LLC | Other Service Provider | $69,687 | — | $69,687 |
| MILLER COOPER & CO LTD | Other Service Provider | $23,350 | — | $23,350 |
| NEW FLYER HOLDINGS INC | Other Service Provider | $15,476 | — | $15,476 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $471,089
- Estimated Expense Ratio: 0.337% 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 | $445,067 | $283,677 | — | $23,350 | — |
| 2023 | $403,773 | $201,103 | — | $61,200 | — |
| 2022 | $525,803 | $325,688 | $180,015 | — | $20,100 |