Plan Snapshot
- Plan Sponsor: Polish National Alliance Of The
- Sponsor EIN: 361635410
- Sponsor Address: 6100 N CICERO AVE, CHICAGO, IL, 606464304
- Plan Type: DB
- Plan Number: 001
- Total Participants: 2
- Total Assets: $10.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2023 | 2 | $10.2M | $50,000 | $0 |
| 2022 | 19 | $12.6M | $200,000 | $0 |
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 |
|---|---|---|---|---|
| MILLIMAN INC | Recordkeeper | $60,968 | — | $60,968 |
| MICHAEL BEST & FRIEDRICH LLP | ERISA Attorney | $60,762 | — | $60,762 |
| CAMBRIDGE INVESTMENT RESEARCH ADVIS | Other Service Provider | $18,651 | — | $18,651 |
| CHARLES SCHWAB TRUST BANK | Recordkeeper | $10,685 | — | $10,685 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLIMAN INC — Recordkeeper
- MICHAEL BEST & FRIEDRICH LLP — ERISA Attorney
- CHARLES SCHWAB TRUST BANK — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $151,066
- Estimated Expense Ratio: 1.488% 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 |
|---|---|---|---|---|---|
| 2023 | $151,067 | $29,338 | — | — | — |
| 2022 | $18,115 | $18,115 | — | — | — |