# Natural Retreats Us LLC 401(k) Plan
Source: https://planprovider.pro/companies/natural-retreats-us-llc-401k-plan

> Natural Retreats Us LLC's 401(k) plan: 359 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Natural Retreats Us LLC

- **Sponsor EIN:** 320511930

- **Sponsor Address:** 675 PETER JEFFERSON PKWY STE 250, CHARLOTTESVILLE, VA, 22911

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

- **Total Participants:** 359

- **Total Assets:** $8.5M

## 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|359|$8.5M|$411,816|$925,958|

| 2023|498|$6.9M|$446,830|$950,847|

| 2022|411|$5.0M|$456,224|$938,949|

## 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|

| SMITH LEONARD|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [SMITH LEONARD](https://planprovider.pro/provider/smith-leonard-pllc) — 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|$50,254|$19,527|—|—|—|

| 2023|$25,924|$5,401|$7,160|—|—|

| 2022|$8,657|—|$8,657|—|—|

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