Plan Snapshot
- Plan Sponsor: North American Van Lines, INC.
- Sponsor EIN: 521840893
- Sponsor Address: ONE PARKVIEW PLAZA, OAKBROOK TERRACE, IL, 60801
- Plan Type: 401(k)
- Total Participants: 1,349
- Total Assets: $185.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,349 | $185.3M | $2.8M | $7.9M |
| 2023 | 1,497 | $174.6M | $3.0M | $8.1M |
| 2022 | 1,231 | $96.4M | $1.4M | $6.1M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $79,878 | — | $79,878 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $34,520 | — | $34,520 |
| CROWE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $114,398
- Estimated Expense Ratio: 0.062% 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 | $114,253 | $34,520 | — | — | — |
| 2023 | $115,974 | $28,080 | $1,500 | — | — |
| 2022 | $113,252 | $18,177 | — | — | — |