# N & S Tractor Co. 401(k) Plan
Source: https://planprovider.pro/companies/n-s-tractor-co-941665766-001

> N & S Tractor Co.'s 401(k) plan: 166 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** N & S Tractor Co.

- **Sponsor EIN:** 941665766

- **Sponsor Address:** 600 S. HIGHWAY 59, MERCED, CA, 95340

- **Plan Type:** 401(k)

- **Plan Number:** 001

- **Total Participants:** 166

- **Total Assets:** $9.1M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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.|

| 2025|166|$9.1M|$0|$0|

| 2024|158|$7.5M|$327,617|$493,984|

| 2023|129|$6.1M|$253,059|$404,135|

| 2022|108|$4.7M|$242,411|$368,813|

## 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|

| UBS FINANCIAL SERVICES INC|Other Service Provider|$15,747|—|$15,747|

| NAVIA BENEFIT SOLUTIONS, INC.|Recordkeeper|$10,266|—|$10,266|

| LPL FINANCIAL LLC- RPCP|Other Service Provider|$8,801|—|$8,801|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $34,814

- **Estimated Expense Ratio:** 0.381% 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|

| 2025|$560,801|$24,548|$29,618|—|—|

| 2024|$401,574|—|—|—|—|

| 2023|$108,732|—|—|—|—|

| 2022|$502,553|—|—|—|—|

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