# Naes Corporation 401(k) Plan
Source: https://planprovider.pro/companies/naes-corporation-401k-plan-009

> Naes Corporation's 401(k) plan: 360 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:** 911111672

- **Sponsor Address:** 1180 NW MAPLE STREET, SUITE 200, ISSAQUAH, WA, 98027

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

- **Total Participants:** 360

- **Total Assets:** $112.4M

## 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|360|$112.4M|$2.9M|$4.4M|

| 2023|366|$100.6M|$1.7M|$4.5M|

| 2022|399|$86.8M|$1.9M|$4.6M|

## 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|

| STRATEGIC ADVISORS, INC.|ADVISOR|$49,718|—|$49,718|

| RUDD & COMPANY, PLLC|ACCOUNTANT/AUDITOR|$22,239|—|$22,239|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$21,650|—|$21,650|

| HIGHLANDCAPITALADVISORSLLC|INVESTMENT ADVISOR|$8,352|—|$8,352|

### Verified Provider Profiles

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

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

- [RUDD & COMPANY, PLLC](https://planprovider.pro/provider/rudd-and-company-pllc) — ACCOUNTANT/AUDITOR

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

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $101,959

- **Estimated Expense Ratio:** 0.091% 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|$102,422|$52,400|$300|$22,989|—|

| 2023|$92,197|$51,586|$300|$21,230|—|

| 2022|$76,494|$32,796|—|—|—|

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