Plan Snapshot
- Plan Sponsor: Jim N Nicks Management LLC
- Sponsor EIN: 471361551
- Sponsor Address: 10 INVERNESS CENTER PKWY, BIRMINGHAM, AL, 35242
- Plan Type: 401(k)
- Total Participants: 5,739
- Total Assets: $7.7M
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 | 5,739 | $7.7M | $219,599 | $946,138 |
| 2023 | 929 | $6.2M | $241,981 | $871,589 |
| 2022 | 922 | $4.6M | $202,192 | $865,101 |
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 |
|---|---|---|---|---|
| BLACK & PINCKARD LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BLACK & PINCKARD LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $27,990 | $2,708 | — | — | — |
| 2023 | $30,695 | $2,683 | — | — | — |
| 2022 | $33,633 | $1,937 | — | — | — |