# The Polish National Alliance Of The United States Of North America 401(k) Plan
Source: https://planprovider.pro/companies/the-polish-national-alliance-of-the-united-states-of-north-america-401k-plan

> The Polish National Alliance Of The United States Of North America's 401(k) plan: 47 participants, plan year 2024 financials, providers, and benchmarks from…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/epic-retirement-plan-services) — NONE

- [CHARLES SCHWAB TRUST BANK](https://planprovider.pro/provider/charles-schwab-and-co-inc) — 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|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/the-polish-national-alliance-of-the-united-states-of-north-america-401k-plan)

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