Plan Snapshot
- Plan Sponsor: Nash Johnson & Sons' Farm, INC.
- Sponsor EIN: 560738561
- Sponsor Address: PO BOX 699, ROSE HILL, NC, 28458
- Plan Type: 401(k)
- Total Participants: 3,395
- Total Assets: $57.0M
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 | 3,395 | $57.0M | $2.3M | $4.5M |
| 2023 | 2,878 | $50.8M | $1.9M | $4.6M |
| 2022 | 3,420 | $42.4M | $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 |
|---|---|---|---|---|
| ASCENSUS LLC | NONE | $214,479 | — | $214,479 |
| UBS FINANCIAL SERVICES | NONE | $34,266 | — | $34,266 |
| RESOURCES INVESTMENT ADVISORS. | NONE | $15,281 | — | $15,281 |
| FROST, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UBS FINANCIAL SERVICES — NONE
- FROST, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $264,026
- Estimated Expense Ratio: 0.463% 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 | $264,688 | $50,209 | $214,479 | — | — |
| 2023 | $226,583 | $42,344 | $184,239 | — | — |
| 2022 | $218,096 | $19,983 | $170,763 | — | — |