Plan Snapshot
- Plan Sponsor: Nlmk Usa, LLC
- Sponsor EIN: 263260636
- Sponsor Address: 15 ROEMER BLVD, FARRELL, PA, 161212201
- Plan Type: 401(k)
- Total Participants: 777
- Total Assets: $54.9M
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 | 777 | $54.9M | $1.7M | $2.5M |
| 2023 | 746 | $48.4M | $1.6M | $2.3M |
| 2022 | 764 | $41.2M | $1.6M | $2.3M |
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 |
|---|---|---|---|---|
| JOHN HANCOCK | RETAINED BY EMPLOYER | $17,264 | — | $17,264 |
| BAKER TILLY US, LLP | RETAINED BY EMPLOYER | $7,613 | — | $7,613 |
| GLOBAL RETIREMENT PARTNERS LLC | RETAINED BY EMPLOYER | $5,750 | — | $5,750 |
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: $30,627
- Estimated Expense Ratio: 0.056% 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 | $37,660 | $12,061 | $17,264 | $7,613 | — |
| 2023 | $84,361 | $26,296 | $42,581 | $15,484 | — |
| 2022 | $59,087 | $6,817 | $49,700 | — | $2,570 |