Plan Snapshot
- Plan Sponsor: New Flyer Holdings, INC.
- Sponsor EIN: 980468607
- Sponsor Address: 200 E. OAKTON STREET, DES PLAINES, IL, 60018
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 151
- Total Assets: $14.1M
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. |
|---|---|---|---|---|
| 2025 | 151 | $14.1M | $0 | $0 |
| 2024 | 101 | $14.2M | $0 | $441,176 |
| 2023 | 110 | $13.3M | $0 | $505,741 |
| 2022 | 123 | $11.6M | $0 | $469,061 |
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 | $16,132 | — | $16,132 |
| MILLER COOPER & CO LTD | Other Service Provider | $12,000 | — | $12,000 |
| EMPOWER ANNUITY INSURANCE COMPANY | Other Service Provider | $11,477 | — | $11,477 |
| EMPOWER ADVISORY GROUP, LLC | Other Service Provider | $9,659 | — | $9,659 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $49,268
- Estimated Expense Ratio: 0.349% 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 |
|---|---|---|---|---|---|
| 2025 | $2,723,038 | $21,062 | — | $12,000 | — |
| 2024 | $43,566 | $24,408 | — | $4,825 | — |
| 2023 | $61,538 | — | — | $24,692 | — |
| 2022 | $46,202 | $33,458 | $12,744 | — | — |