# Polish National Alliance Of The DB Plan
Source: https://planprovider.pro/companies/polish-national-alliance-of-the-plan

> Polish National Alliance Of The's DB plan: 128 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Polish National Alliance Of The

- **Sponsor EIN:** 361635410

- **Sponsor Address:** 6100 N CICERO AVE, CHICAGO, IL, 606464304

- **Plan Type:** DB

- **Total Participants:** 128

- **Total Assets:** $0

## 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.|

| 2024|128|$0|$0|$0|

| 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|NONE|$121,936|—|$121,936|

| MICHAEL BEST & FRIEDRICH LLP|NONE|$121,524|—|$121,524|

| CAMBRIDGE INVESTMENT RESEARCH ADVIS|NONE|$37,302|—|$37,302|

| CHARLES SCHWAB TRUST BANK|NONE|$21,370|—|$21,370|

| FRANK J BAKER & COMPANY, LTD.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MILLIMAN INC](https://planprovider.pro/provider/milliman) — NONE

- [MICHAEL BEST & FRIEDRICH LLP](https://planprovider.pro/provider/michael-best-and-friedrich-llp) — NONE

- [CHARLES SCHWAB TRUST BANK](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $302,132

### 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|$48,447|—|—|—|—|

| 2023|$151,067|$29,338|—|—|—|

| 2022|$18,115|$18,115|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/polish-national-alliance-of-the-plan)

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