Plan Snapshot
- Plan Sponsor: Nations Finest
- Sponsor EIN: 942699571
- Sponsor Address: 2455 BENNETT VALLEY RD, SANTA ROSA, CA, 95404
- Plan Type: DC
- Total Participants: 239
- Total Assets: $2.8M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 239 | $2.8M | $820,977 | $606,193 |
| 2023 | 181 | $1.2M | $523,761 | $359,291 |
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. | Recordkeeper | $9,354 | — | $9,354 |
| RELATION INSURANCE SERVICES | Other Service Provider | $6,475 | — | $6,475 |
| KESTRA ADVISORY SERVICES | Investment Advisor | $6,251 | — | $6,251 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — Recordkeeper
- KESTRA ADVISORY SERVICES — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $22,080
- Estimated Expense Ratio: 0.799% 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 | $12,350 | — | — | — | — |
| 2023 | $3,781 | — | — | — | — |