Plan Snapshot
- Plan Sponsor: Trustees Of National Production Workers Union Severance Trust Fund
- Sponsor EIN: 362872107
- Sponsor Address: 2001 BUTTERFIELD ROAD, DOWNERS GROVE, IL, 60515
- Plan Type: DC
- Total Participants: 186
- Total Assets: $9.6M
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 | 186 | $9.6M | $188,276 | $0 |
| 2023 | 197 | $11.0M | $198,396 | $0 |
| 2022 | 320 | $15.4M | $289,091 | $0 |
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 |
|---|---|---|---|---|
| MAYER BROWN LLP | ERISA Attorney | $645,416 | — | $645,416 |
| JEFFREY W KROL & ASSOCIATES, LTD. | Other Service Provider | $125,812 | — | $125,812 |
| JAMES MELTREGER | Other Service Provider | $110,607 | — | $110,607 |
| VINCENT SENESE | Other Service Provider | $91,772 | — | $91,772 |
| THOMAS PARAVOLA | Other Service Provider | $66,775 | — | $66,775 |
| JEFFREY PIERUCCI | Other Service Provider | $56,392 | — | $56,392 |
| FGMK, LLC | Auditor | $56,174 | — | $56,174 |
| GREAT LAKES ADVISORS, LLC | Other Service Provider | $41,783 | — | $41,783 |
| TAMMY HENRICHS | Other Service Provider | $39,757 | — | $39,757 |
| PRINCIPAL FINANCIAL GROUP | Other Service Provider | $8,612 | — | $8,612 |
| CLICK2MAIL | Other Service Provider | $7,820 | — | $7,820 |
| SHAWN FORD | Other Service Provider | $5,000 | — | $5,000 |
| LANER MUCHIN, LTD. | Other Service Provider | $5,000 | — | $5,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MAYER BROWN LLP — ERISA Attorney
- FGMK, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,260,920
- Estimated Expense Ratio: 13.141% 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 | $1,529,354 | $29,658 | — | $56,174 | — |
| 2023 | $1,592,153 | $47,636 | — | $45,114 | — |
| 2022 | $735,139 | $84,543 | — | — | $222,032 |