Plan Snapshot
- Plan Sponsor: Nassco, INC.
- Sponsor EIN: 391151715
- Sponsor Address: 5355 S. WESTRIDGE DRIVE, NEW BERLIN, WI, 531517925
- Plan Type: 401(k)
- Total Participants: 165
- Total Assets: $24.8M
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 | 165 | $24.8M | $652,404 | $1.1M |
| 2023 | 168 | $20.2M | $622,156 | $1.0M |
| 2022 | 137 | $17.5M | $414,007 | $789,934 |
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 |
|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES LLC | NONE | $39,112 | — | $39,112 |
| RIVERWATER PARTNERS | NONE | $19,443 | — | $19,443 |
| GRANT THORNTON LLP | NONE | $16,640 | — | $16,640 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GRANT THORNTON LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $75,195
- Estimated Expense Ratio: 0.304% 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 | $75,195 | $19,443 | — | $16,640 | — |
| 2023 | $72,307 | $19,000 | — | $14,872 | — |
| 2022 | $66,969 | $9,500 | — | — | $57,469 |