Plan Snapshot
- Plan Sponsor: Natural Systems Utilities, LLC
- Sponsor EIN: 262484092
- Sponsor Address: 170 TOWNSHIP LINE ROAD, HILLSBOROUGH, NJ, 08844
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $557,740
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 0 | $557,740 | $46,467 | $117,962 |
| 2023 | 137 | $10.7M | $248,089 | $776,118 |
| 2022 | 129 | $9.3M | $238,633 | $735,237 |
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 |
|---|---|---|---|---|
| CHADLER INVESTMENT ADVISORY SOLUTIO | Investment Advisor | $10,236 | — | $10,236 |
| WEB401K.COM, INC. | Recordkeeper | $8,022 | — | $8,022 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $18,258
- Estimated Expense Ratio: 3.274% 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 | $19,924 | $10,236 | — | — | — |
| 2023 | $31,935 | $27,100 | — | — | — |
| 2022 | $27,847 | $26,797 | — | — | — |