Plan Snapshot
- Plan Sponsor: Nanshan America Aat, LLC
- Sponsor EIN: 274667976
- Sponsor Address: 3600 US HIGHWAY 52 SOUTH, LAFAYETTE, IN, 47905
- Plan Type: 401(k)
- Total Participants: 116
- Total Assets: $9.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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. |
|---|---|---|---|---|
| 2024 | 116 | $9.1M | $472,773 | $644,958 |
| 2023 | 111 | $7.7M | $507,126 | $659,315 |
| 2022 | 256 | $6.4M | $585,443 | $745,916 |
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 |
|---|---|---|---|---|
| OSAIC WEALTH , INC. | Investment Advisor | — | $14,933 | $14,933 |
| VOYA RETIREMENT INSURANCE & ANNUITY | Other Service Provider | $11,835 | — | $11,835 |
| VOYA RETIREMENT ADVISORS, LLC | Other Service Provider | $5,642 | — | $5,642 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- OSAIC WEALTH , INC. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $32,410
- Estimated Expense Ratio: 0.358% 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 | $11,835 | $5,738 | $5,200 | — | — |
| 2023 | $11,894 | $5,844 | $4,650 | — | — |
| 2022 | $10,638 | — | — | — | — |