Plan Snapshot
- Plan Sponsor: The Board Of Trustees Of The National Production Workers Severan
- Sponsor EIN: 362872107
- Sponsor Address: 2001 BUTTERFIELD ROAD, SUITE 168, DOWNERS GROVE, IL, 60515
- Plan Type: DC
- Total Participants: 720
- Total Assets: $25.0M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 720 | $25.0M | $496,709 | $90,331 |
| 2023 | 543 | $23.3M | $416,053 | $46,270 |
| 2022 | 562 | $19.4M | $287,601 | $30,370 |
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 |
|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES LLC | NONE | $115,332 | — | $115,332 |
| THOMAS J. PARAVOLA | NONE | $49,625 | — | $49,625 |
| FGMK, LLC | NONE | $34,228 | — | $34,228 |
| JEFFREY W. KROL & ASSOCIATES | NONE | $25,000 | — | $25,000 |
| ONEAMERICA INV ADV SERVICES, LLC | NONE | $7,027 | — | $7,027 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FGMK, LLC — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $231,212
- Estimated Expense Ratio: 0.925% 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 | $241,604 | $7,027 | — | $59,228 | — |
| 2023 | $301,845 | $2,980 | — | $51,553 | — |
| 2022 | $241,834 | $86,824 | — | — | $155,010 |