Plan Snapshot
- Plan Sponsor: Ornua Foods North America, INC.
- Sponsor EIN: 363345028
- Sponsor Address: 1007 CHURCH STREET, SUITE 700, EVANSTON, IL, 60201
- Plan Type: 401(k)
- Total Participants: 698
- Total Assets: $38.6M
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 | 698 | $38.6M | $2.0M | $3.3M |
| 2023 | 804 | $36.5M | $2.5M | $3.3M |
| 2022 | 383 | $27.7M | $1.0M | $1.7M |
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 |
|---|---|---|---|---|
| CBIZ BENEFIT & INS SERVICES INC. | CONTRACT ADMIN | $87,750 | — | $87,750 |
| CBIZ INVESTMENT ADVISORY SERVICES | INVESTMENT ADVISOR | $66,371 | — | $66,371 |
| EMPOWER ANN INS CO OF AMERICA | RECORDKEEPER | $65,386 | — | $65,386 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $13,951 | — | $13,951 |
| WIPFLI LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WIPFLI LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $233,458
- Estimated Expense Ratio: 0.605% 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 | $228,173 | $80,322 | $79,470 | — | — |
| 2023 | $177,432 | $63,816 | $44,447 | — | — |
| 2022 | $102,234 | $54,365 | $47,869 | — | — |