# National Pecan Company 401(k) Plan
Source: https://planprovider.pro/companies/national-pecan-company-401k-plan

> National Pecan Company&#39;s 401(k) plan: 136 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** National Pecan Company

- **Sponsor EIN:** 471468518

- **Sponsor Address:** 1050 S DIAMOND ST, STOCKTON, CA, 95205

- **Plan Type:** 401(k)

- **Total Participants:** 136

- **Total Assets:** $2.9M

## 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|136|$2.9M|$175,591|$136,401|

| 2023|140|$2.6M|$167,063|$131,831|

| 2022|108|$2.3M|$127,681|$119,839|

## 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|

| THE VANGUARD GROUP, INC.|NONE|$12,153|—|$12,153|

| MOSS ADAMS|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [THE VANGUARD GROUP, INC.](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

- [MOSS ADAMS](https://planprovider.pro/provider/milliman) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $12,153

- **Estimated Expense Ratio:** 0.419% 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|$12,575|$422|$12,153|—|—|

| 2023|$10,456|$13|$10,443|—|—|

| 2022|$9,605|—|$9,605|—|—|

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