Plan Snapshot
- Plan Sponsor: Nvn Management, LLC
- Sponsor EIN: 263068074
- Sponsor Address: 29 N. WACKER DRIVE, SUITE 200, CHICAGO, IL, 60606
- Plan Type: 401(k)
- Total Participants: 541
- Total Assets: $6.3M
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 | 541 | $6.3M | $498,394 | $1.2M |
| 2023 | 535 | $5.0M | $426,744 | $988,839 |
| 2022 | 725 | $3.4M | $340,393 | $841,048 |
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 |
|---|---|---|---|---|
| PENSION ASSURANCE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PENSION ASSURANCE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $120,826 | — | $74,390 | — | — |
| 2023 | $94,077 | — | $53,571 | — | — |
| 2022 | $47,509 | — | — | — | $47,509 |