# Nederman Holding Usa, INC. 401(k) Plan
Source: https://planprovider.pro/companies/nederman-holding-usa-inc-401k-plan

> Nederman Holding Usa, INC.'s 401(k) plan: 562 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Nederman Holding Usa, INC.

- **Sponsor EIN:** 800699546

- **Sponsor Address:** 4404 CHESAPEAKE DRIVE, CHARLOTTE, NC, 28216

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

- **Total Participants:** 562

- **Total Assets:** $41.7M

## 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|562|$41.7M|$1.2M|$2.4M|

| 2023|548|$37.7M|$1.1M|$2.2M|

| 2022|503|$31.5M|$903,424|$1.8M|

## 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|

| BEACON POINTE INVESTMENT ADVISORY|INVESTMENT ADVISOR|$62,215|—|$62,215|

| MVP PLAN ADMINISTRATORS|RECORDKEEPER|$19,464|—|$19,464|

| CHARLES SCHWAB TRUST BANK|CUSTODIAN|$11,503|—|$11,503|

| GREER WALKER LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [BEACON POINTE INVESTMENT ADVISORY](https://planprovider.pro/provider/beacon-pointe-advisors-llc) — INVESTMENT ADVISOR

- [CHARLES SCHWAB TRUST BANK](https://planprovider.pro/provider/charles-schwab-and-co-inc) — CUSTODIAN

- [GREER WALKER LLP](https://planprovider.pro/provider/greerwalker-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $93,182

- **Estimated Expense Ratio:** 0.223% 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|$93,364|$62,215|—|—|—|

| 2023|$82,795|$58,564|$15,186|—|—|

| 2022|$82,560|$58,737|$13,726|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/nederman-holding-usa-inc-401k-plan)

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