Plan Snapshot
- Plan Sponsor: The Dana Non-Union Retiree Committee
- Sponsor EIN: 207392576
- Sponsor Address: 55 W. MONROE ST., SUITE 1200, CHICAGO, IL, 60603
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 0
- Total Assets: $40.0M
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 | 0 | $40.0M | $0 | $1.2M |
| 2023 | 0 | $42.0M | $0 | $1.3M |
| 2022 | 0 | $41.2M | $0 | $1.6M |
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 |
|---|---|---|---|---|
| COMPREHENSIVE BENEFITS | Other Service Provider | $299,655 | — | $299,655 |
| MYCIO WEALTH PARTNERS LLC | Other Service Provider | $115,270 | — | $115,270 |
| BDO USA, P.C. | Auditor | $38,667 | — | $38,667 |
| DICKINSON-WRIGHT PLCC | ERISA Attorney | $30,338 | — | $30,338 |
| DONNA DOYLE | Custodian / Trustee | $12,000 | — | $12,000 |
| JOHN BLACK | Custodian / Trustee | $8,000 | — | $8,000 |
| TIMOTHY ZORN | Custodian / Trustee | $8,000 | — | $8,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO USA, P.C. — Auditor
- DICKINSON-WRIGHT PLCC — ERISA Attorney
- DONNA DOYLE — Custodian / Trustee
- JOHN BLACK — Custodian / Trustee
- TIMOTHY ZORN — Custodian / Trustee
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $511,930
- Estimated Expense Ratio: 1.281% 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 | $620,079 | $115,270 | $299,655 | $38,667 | — |
| 2023 | $623,115 | $102,849 | $333,866 | $39,377 | — |
| 2022 | $663,849 | $140,200 | $332,741 | — | $90,943 |