R. D. Niven & Associates, Ltd., 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: R. D. Niven & Associates, Ltd.,
  • Sponsor EIN: 860367015
  • Sponsor Address: 955 KIMBERLY DRIVE, CAROL STREAM, IL, 601881806
  • Plan Type: 401(k)
  • Total Participants: 36
  • Total Assets: $15.3M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • 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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202436$15.3M$849,643$0
202337$12.6M$149,559$0
202230$11.3M$165,245$0

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