Plan Snapshot
- Plan Sponsor: New World Van Lines, INC.
- Sponsor EIN: 363189568
- Sponsor Address: 5875 N ROGERS AVE, CHICAGO, IL, 60646
- Plan Type: 401(k)
- Total Participants: 304
- Total Assets: $29.4M
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 | 304 | $29.4M | $93,987 | $659,325 |
| 2023 | 327 | $27.0M | $93,282 | $653,814 |
| 2022 | 320 | $24.2M | $96,324 | $748,307 |
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 |
|---|---|---|---|---|
| NFP RETIREMENT INC | INVESTMENT ADVISOR | $27,894 | — | $27,894 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $6,023 | — | $6,023 |
| MILLER COOPER & CO LTD | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLER COOPER & CO LTD — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $33,917
- Estimated Expense Ratio: 0.115% 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 | $39,661 | $38,326 | — | — | — |
| 2023 | $34,847 | $23,895 | — | — | — |
| 2022 | $37,151 | — | $37,151 | — | — |