Plan Snapshot
- Plan Sponsor: Royal Neighbors Of America
- Sponsor EIN: 361711198
- Sponsor Address: 230 16TH STREET, ROCK ISLAND, IL, 612019980
- Plan Type: DB
- Total Participants: 22
- Total Assets: $73.3M
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 | 22 | $73.3M | $0 | $0 |
| 2023 | 23 | $72.3M | $0 | $0 |
| 2022 | 25 | $67.7M | $0 | $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 |
|---|---|---|---|---|
| CONNING INC | ASSET MANAGER SERVICES | $114,422 | — | $114,422 |
| MILLIMAN, INC. | ADMINISTRATOR AND ACTUARY | $66,256 | — | $66,256 |
| THE NORTHERN TRUST CO | ASSET MANAGER SERVICES | $20,423 | — | $20,423 |
| KERBER, ECK & BRECKEL | OUTSIDE AUDITORS | $9,400 | — | $9,400 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLIMAN, INC. — ADMINISTRATOR AND ACTUARY
- KERBER, ECK & BRECKEL — OUTSIDE AUDITORS
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $210,501
- Estimated Expense Ratio: 0.287% 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 | $242,720 | $114,422 | $46,381 | $9,400 | — |
| 2023 | $257,267 | $113,510 | $45,254 | $8,550 | — |
| 2022 | $318,885 | $147,632 | $125,834 | — | $15,675 |