Plan Snapshot
- Plan Sponsor: Nlmk Usa, LLC
- Sponsor EIN: 263260636
- Sponsor Address: 15 ROEMER BLVD, FARRELL, PA, 161212201
- Plan Type: 401(k)
- Total Participants: 322
- Total Assets: $74.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 322 | $74.6M | $2.7M | $3.0M |
| 2023 | 323 | $65.9M | $3.3M | $2.7M |
| 2022 | 337 | $54.9M | $2.1M | $2.6M |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | RETAINED BY EMPLOYER | $22,050 | — | $22,050 |
| JOHN HANCOCK | RETAINED BY EMPLOYER | $17,793 | — | $17,793 |
| GLOBAL RETIREMENT PARTNERS LLC | RETAINED BY EMPLOYER | $7,750 | — | $7,750 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK — RETAINED BY EMPLOYER
- GLOBAL RETIREMENT PARTNERS LLC — RETAINED BY EMPLOYER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $47,593
- Estimated Expense Ratio: 0.064% 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 | $53,732 | $22,162 | $8,132 | $22,050 | — |
| 2023 | $76,730 | $31,993 | $32,149 | $12,588 | — |
| 2022 | $58,811 | $13,359 | $42,357 | — | $3,095 |