Plan Snapshot
- Plan Sponsor: Nations Holding Company
- Sponsor EIN: 481181732
- Sponsor Address: 9001 WEST 67TH STREET, MERRIAM, KS, 66202
- Plan Type: 401(k)
- Total Participants: 169
- Total Assets: $8.2M
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 | 169 | $8.2M | $72,693 | $451,355 |
| 2023 | 158 | $7.9M | $97,480 | $465,813 |
| 2022 | 359 | $6.7M | $228,519 | $705,797 |
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 |
|---|---|---|---|---|
| CLIFTON LARSON ALLEN | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTON LARSON ALLEN — 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 | $60,918 | $17,833 | — | — | — |
| 2023 | $63,084 | $15,187 | — | $10,526 | — |
| 2022 | $56,134 | — | $56,134 | — | — |