Plan Snapshot
- Plan Sponsor: Nalu Medical, INC.
- Sponsor EIN: 472189314
- Sponsor Address: 2320 FARADAY AVE., STE. 100, CARLSBAD, CA, 92008
- Plan Type: 401(k)
- Total Participants: 227
- Total Assets: $12.1M
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 | 227 | $12.1M | $3,116 | $2.3M |
| 2023 | 178 | $8.5M | $769 | $1.7M |
| 2022 | 160 | $5.3M | $0 | $481,281 |
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 |
|---|---|---|---|---|
| ASSURANCE DIMENSIONS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ASSURANCE DIMENSIONS — 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 | $25,697 | $24,709 | — | — | — |
| 2023 | $16,252 | $15,602 | — | — | — |
| 2022 | $1,660 | $1 | — | — | — |