Plan Snapshot
- Plan Sponsor: Prinova Us LLC
- Sponsor EIN: 061654932
- Sponsor Address: 285 EAST FULLERTON AVENUE, CAROL STREAM, IL, 60188
- Plan Type: 401(k)
- Total Participants: 907
- Total Assets: $38.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 907 | $38.2M | $1.6M | $3.3M |
| 2023 | 841 | $31.2M | $1.3M | $2.8M |
| 2022 | 724 | $24.4M | $1.1M | $2.5M |
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 |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | Recordkeeper | $77,383 | — | $77,383 |
| SAGEVIEW ADVISORY GROUP, LLC | Investment Advisor | $45,030 | — | $45,030 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — Recordkeeper
- SAGEVIEW ADVISORY GROUP, LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $122,413
- Estimated Expense Ratio: 0.321% 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 | $64,332 | — | $64,332 | — | — |
| 2023 | $56,813 | $45,000 | $11,813 | — | — |
| 2022 | $56,093 | — | $56,093 | — | — |