Plan Snapshot
- Plan Sponsor: Naterra International, INC.
- Sponsor EIN: 752567840
- Sponsor Address: 1250 FREEPORT PARKWAY,, COPPELL, TX, 75019
- Plan Type: 401(k)
- Total Participants: 805
- Total Assets: $11.9M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 805 | $11.9M | $735,945 | $1.3M |
| 2023 | 635 | $9.3M | $582,558 | $1.0M |
| 2022 | 523 | $7.3M | $529,541 | $947,627 |
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 |
|---|---|---|---|---|
| WEAVER AND TIDWELL, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WEAVER AND TIDWELL, 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 | $68,932 | $30,151 | — | — | — |
| 2023 | $50,724 | $22,666 | — | — | — |
| 2022 | $44,530 | $3,212 | — | — | — |