Plan Snapshot
- Plan Sponsor: The Cna Corporation
- Sponsor EIN: 541558882
- Sponsor Address: 3003 WASHINGTON BLVD., ARLINGTON, VA, 22201
- Plan Type: 403(b)
- Total Participants: 802
- Total Assets: $601.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 802 | $601.3M | $6.8M | $6.9M |
| 2023 | 668 | $551.3M | $6.5M | $6.7M |
| 2022 | 678 | $488.3M | $6.4M | $6.4M |
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 |
|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP | Investment Advisor | $94,751 | — | $94,751 |
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $91,398 | — | $91,398 |
| STRATEGIC ADVISORS, INC. | Investment Advisor | $8,965 | — | $8,965 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SAGEVIEW ADVISORY GROUP — Investment Advisor
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
- STRATEGIC ADVISORS, INC. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $195,114
- Estimated Expense Ratio: 0.032% 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 | $195,740 | $103,716 | — | — | — |
| 2023 | $228,753 | $79,051 | — | $69,673 | — |
| 2022 | $179,651 | $70,000 | — | — | $25,195 |