# Ornua Foods North America, INC. 401(k) Plan
Source: https://planprovider.pro/companies/ornua-foods-north-america-inc-401k-plan

> Ornua Foods North America, INC.'s 401(k) plan: 698 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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