# Cbt Nuggets, LLC 401(k) Plan
Source: https://planprovider.pro/companies/cbt-nuggets-llc-401k-plan

> Cbt Nuggets, LLC's 401(k) plan: 77 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|—|

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