Plan Snapshot
- Plan Sponsor: Natureworks LLC
- Sponsor EIN: 411891932
- Sponsor Address: 17400 MEDINA RD, SUITE 800, PLYMOUTH, MN, 55447
- Plan Type: 401(k)
- Total Participants: 154
- Total Assets: $85.1M
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 | 154 | $85.1M | $1.4M | $1.6M |
| 2023 | 164 | $82.5M | $1.7M | $2.0M |
| 2022 | 177 | $70.1M | $1.9M | $2.2M |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — 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 | $43,107 | — | $3,975 | — | — |
| 2023 | $2,300 | — | — | — | — |
| 2022 | $1,400 | — | — | — | — |