Plan Snapshot
- Plan Sponsor: Sirva INC.
- Sponsor EIN: 521840893
- Sponsor Address: ONE PARKVIEW PLAZA, OAKBROOK TERRACE, IL, 60181
- Plan Type: DB
- Total Participants: 138
- Total Assets: $87.2M
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. |
|---|---|---|---|---|
| 2024 | 138 | $87.2M | $3.6M | $0 |
| 2023 | 147 | $91.0M | $2.5M | $0 |
| 2022 | 148 | $109.7M | $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 |
|---|---|---|---|---|
| AON HEWITT INVESTMENTS | NONE | $159,384 | — | $159,384 |
| WILLIS TOWERS WATSON US LLC | NONE | $143,277 | — | $143,277 |
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $80,317 | — | $80,317 |
| CROWE LLP | NONE | $31,901 | — | $31,901 |
| FORVIS MAZARS, LLP | Auditor | $31,901 | — | $31,901 |
| BANK OF NEW YORK MELLON | NONE | $28,855 | — | $28,855 |
| ACTIVE GRAPHICS, IC. | NONE | $5,529 | — | $5,529 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILLIS TOWERS WATSON US LLC — NONE
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $481,164
- Estimated Expense Ratio: 0.552% 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 | $1,803,690 | $239,701 | — | $31,901 | — |
| 2023 | $2,952,607 | $343,687 | — | $28,250 | — |
| 2022 | $2,066,771 | $278,120 | — | — | $228,472 |