Plan Snapshot
- Plan Sponsor: Nakanishi Manufacturing Corporation
- Sponsor EIN: 581760616
- Sponsor Address: 1225 VOYLES RD, WINTERVILLE, GA, 30683
- Plan Type: 401(k)
- Total Participants: 118
- Total Assets: $6.9M
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 | 118 | $6.9M | $220,485 | $303,398 |
| 2023 | 105 | $6.5M | $141,722 | $277,668 |
| 2022 | 104 | $6.1M | $207,766 | $273,178 |
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 | $18,949 | — | $18,949 |
| ONEDIGITAL INVESTMENT ADVISORS LLC | ADVISOR | $16,199 | — | $16,199 |
| BATES, CARTER, & CO. LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- ONEDIGITAL INVESTMENT ADVISORS LLC — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $35,148
- Estimated Expense Ratio: 0.512% 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 | $36,094 | $17,145 | — | — | — |
| 2023 | $31,563 | $15,441 | — | — | — |
| 2022 | $36,034 | $512 | — | — | — |