Plan Ledger DOL Form 5500 · updated monthly

The Polish National Alliance of the United States of North America401(k)

401(K) PLAN FOR EMPLOYEES OF THE POLISH NATIONAL ALLIANCE OF THE UNITED STATES OF NORTH AMERICA · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.21%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

The Polish National Alliance of the United States of North America reported $38,181 in plan administrative expenses for 2024: 0.21% of average plan assets, below the peer median. Employer contributions averaged $3,707 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.17% to 0.21%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other finance & insurance employers. By assets it is the 1,740th-largest of 3,702 plans among Illinois employers on file, and 3,154th of 4,798 in finance & insurance. In 2024, employees put in $1.53 for every $1.00 the employer contributed; active participation has shrunk from 58 to 47 since 2022.

Plan summary
Net assets, end of year$18,915,786
Participants with balances97
Active participants47
Employer contributions$174,243
Employee contributions$266,445
Employer contribution per active participant$3,707
Average account balance$195,008
Benefits paid to participants$2,343,871
Plan auditUnmodified (clean) audit opinion
AuditorFRANK J. BAKER & COMPANY, LTD
Plan history3
Yearassets · accounts · employer contribution
2024$18.9M · 97 accts · $174K emplr
2023$18.3M · 103 accts · $187K emplr
2022$17.6M · 106 accts · $185K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$8,182
Investment management$27,888
Trustee / custodial$2,111
Total administrative$38,181
The The Polish National Alliance of the United States of North America 401(k) match · 2024
Employer contribution per active participant$3,707
Median for plans this size$2,416
2024$3,707 per active participant
2023$3,286 per active participant
2022$3,195 per active participant

The Polish National Alliance of the United States of North America's 2024 employer contribution ran above the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
EPIC RETIREMENT PLAN SERVICES · Recordkeeping · Loan processing$8,182
CAMBRIDGE INVESTMENT RESEARCH, INC. · Investment management$27,888
CHARLES SCHWAB TRUST BANK · Custodial (securities)indirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024EPIC RPS
2023EPIC RPS

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$38,181 · 0.21%
2023$33,837 · 0.19%
2022$33,642 · 0.17%
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Dv Group, LLC IL$19.2M · 0.02%
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Source: U.S. Department of Labor, Form 5500 series, EIN 361635410 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.