# North American Properties LLC 401(k) Plan
Source: https://planprovider.pro/companies/north-american-properties-llc-401k-plan

> North American Properties LLC's 401(k) plan: 140 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** North American Properties LLC

- **Sponsor EIN:** 854273442

- **Sponsor Address:** 212 EAST THIRD STREET SUITE 300, CINCINNATI, OH, 45202

- **Plan Type:** 401(k)

- **Total Participants:** 140

- **Total Assets:** $41.3M

## 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|140|$41.3M|$1.2M|$2.3M|

| 2023|329|$37.9M|$1.2M|$2.2M|

| 2022|323|$32.1M|$1.0M|$1.9M|

## 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|

| BARNES DENNIG & COMPANY, LTD.|Auditor|$15,725|—|$15,725|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BARNES DENNIG & COMPANY, LTD.](https://planprovider.pro/provider/barnes-dennig-and-co-ltd) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $15,725

- **Estimated Expense Ratio:** 0.038% 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|$108,905|$42,180|—|$15,725|—|

| 2023|$101,312|$41,993|—|$6,000|—|

| 2022|$98,506|—|$98,506|—|—|

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