Plan Snapshot
- Plan Sponsor: Cbt Nuggets, LLC
- Sponsor EIN: 204728860
- Sponsor Address: 2850 CRESCENT AVENUE, EUGENE, OR, 97408
- Plan Type: 401(k)
- Total Participants: 77
- Total Assets: $15.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 77 | $15.5M | $419,319 | $812,391 |
| 2023 | 82 | $13.4M | $432,861 | $808,293 |
| 2022 | 85 | $10.9M | $392,602 | $771,388 |
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 |
|---|---|---|---|---|
| WELLS FARGO ADVISORS LLC | INVESTMENT ADVISOR | $48,713 | — | $48,713 |
| KERNUTT STOKES, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KERNUTT STOKES, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $48,713
- Estimated Expense Ratio: 0.314% 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 | $48,713 | $48,713 | — | — | — |
| 2023 | $40,477 | $40,477 | — | — | — |
| 2022 | $41,902 | $41,902 | — | — | — |