Plan Snapshot
- Plan Sponsor: Nefco Holding Company LLC
- Sponsor EIN: 061035230
- Sponsor Address: 411 BURNHAM ST, EAST HARTFORD, CT, 06108
- Plan Type: 401(k)
- Total Participants: 1,102
- Total Assets: $34.2M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,102 | $34.2M | $521,456 | $3.8M |
| 2023 | 813 | $22.5M | $272,702 | $2.7M |
| 2022 | 629 | $17.0M | $338,490 | $2.1M |
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 |
|---|---|---|---|---|
| COHNREZNICK LLP | Auditor | — | — | $0 |
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 | $37,619 | — | $13,034 | — | — |
| 2023 | $47,922 | — | — | — | — |
| 2022 | $21,046 | — | — | — | $21,046 |