Plan Snapshot
- Plan Sponsor: The Polish National Alliance Of The United States Of North America
- Sponsor EIN: 361635410
- Sponsor Address: 6100 N CICERO AVE, CHICAGO, IL, 60646
- Plan Type: 401(k)
- Total Participants: 47
- Total Assets: $18.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 47 | $18.9M | $174,243 | $266,445 |
| 2023 | 57 | $18.3M | $187,289 | $284,353 |
| 2022 | 58 | $17.6M | $185,324 | $276,201 |
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 |
|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH, INC. | NONE | $27,888 | — | $27,888 |
| EPIC RETIREMENT PLAN SERVICES | NONE | $8,182 | — | $8,182 |
| CHARLES SCHWAB TRUST BANK | NONE | — | $6,606 | $6,606 |
| FRANK J. BAKER & COMPANY, LTD | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EPIC RETIREMENT PLAN SERVICES — NONE
- CHARLES SCHWAB TRUST BANK — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $42,676
- Estimated Expense Ratio: 0.226% 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 | $38,181 | $27,888 | — | — | — |
| 2023 | $33,837 | $26,875 | — | — | — |
| 2022 | $33,642 | $12,822 | — | — | — |