Plan Snapshot
- Plan Sponsor: Nasco Education LLC
- Sponsor EIN: 812923579
- Sponsor Address: 901 JANESVILLE AVE, FORT ATKINSON, WI, 535382402
- Plan Type: DB
- Total Participants: 52
- Total Assets: $15.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 52 | $15.1M | $0 | $0 |
| 2023 | 63 | $17.1M | $334,638 | $0 |
| 2022 | 80 | $16.5M | $57,000 | $0 |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — 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 | $184,429 | $18,402 | $79,300 | — | — |
| 2023 | $377,917 | $11,121 | $84,800 | — | — |
| 2022 | $241,352 | $12,489 | $84,750 | — | $15,209 |