# Naes Corporation 401(k) Plan
Source: https://planprovider.pro/companies/naes-corporation-401k-plan-001

> Naes Corporation's 401(k) plan: 1,228 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Naes Corporation

- **Sponsor EIN:** 208940196

- **Sponsor Address:** 600 SE MARITIME AVE. STE. 190, VANCOUVER, WA, 98661

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

- **Total Participants:** 1,228

- **Total Assets:** $31.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|1,228|$31.4M|$712,430|$1.9M|

| 2023|561|$27.2M|$648,642|$1.8M|

| 2022|908|$22.0M|$399,379|$1.4M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$15,821|—|$15,821|

| STRATEGIC ADVISORS, INC.|ADVISOR|$12,578|—|$12,578|

| HOWELL STRACZEK LL|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [HOWELL STRACZEK LL](https://planprovider.pro/provider/howell-straczek-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $28,399

- **Estimated Expense Ratio:** 0.090% 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|$28,219|$12,578|$300|—|—|

| 2023|$21,143|$6,413|—|—|—|

| 2022|$16,504|$2,966|—|—|—|

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