Plan Snapshot
- Plan Sponsor: Nippon Express U.S.A, INC
- Sponsor EIN: 131971441
- Sponsor Address: 800 N ILLINOIS ROUTE 83, WOOD DALE, IL, 60191
- Plan Type: 401(k)
- Total Participants: 2,039
- Total Assets: $146.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 2,039 | $146.0M | $2.3M | $6.7M |
| 2023 | 2,063 | $134.1M | $2.2M | $6.5M |
| 2022 | 1,988 | $117.9M | $1.9M | $5.8M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $251,755 | $7,141 | $258,896 |
| CBIZ CPA'S P.C. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $258,896
- Estimated Expense Ratio: 0.177% 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 | $251,755 | — | $251,755 | — | — |
| 2023 | $213,863 | — | $213,863 | — | — |
| 2022 | $230,267 | — | $230,267 | — | — |