# Nelson Mullins Riley & Scarborough LLP DC Plan
Source: https://planprovider.pro/companies/nelson-mullins-riley-scarborough-llp-plan-002

> Nelson Mullins Riley & Scarborough LLP's DC plan: 1,831 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Nelson Mullins Riley & Scarborough LLP

- **Sponsor EIN:** 570215445

- **Sponsor Address:** 1320 MAIN STREET 17TH FLOOR, COLUMBIA, SC, 29201

- **Plan Type:** DC

- **Total Participants:** 1,831

- **Total Assets:** $678.9M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|1,831|$678.9M|$18.9M|$21.6M|

| 2023|1,733|$617.4M|$17.0M|$20.4M|

| 2022|1,717|$526.3M|$16.3M|$18.3M|

## 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|

| SCHWAB RETIREMENT PLAN SERVICES INC|NONE|$199,861|—|$199,861|

| ABACUS PLANNING GROUP INC|NONE|$131,536|—|$131,536|

| CCM INVESTMENT ADVISERS LLC|NONE|$97,930|—|$97,930|

| TOWERS WATSON INVESTMENT SRVCS INC|NONE|$83,233|—|$83,233|

| LMCG INVESTMENTS LLC|NONE|$71,230|—|$71,230|

| BALENTINE LLC|NONE|$48,713|—|$48,713|

| BUCKHEAD CAPITAL MANAGEMENT LL|NONE|$39,347|—|$39,347|

| V M MANNING & CO INC|NONE|$28,747|—|$28,747|

| COMMONWEALTH EQUITY SERVICES I|NONE|$24,219|—|$24,219|

| PATTON ALBERTSON MILLER GROUP|NONE|$23,417|—|$23,417|

| HB WEALTH MANAGEMENT LLC|NONE|$22,925|—|$22,925|

| PROSPECTIVE VALUE PARTNERS LLC|NONE|$18,204|—|$18,204|

| CHARLES SCHWAB & CO., INC.|NONE|$18,063|—|$18,063|

| MCLEAN ASSET MANAGEMENT CORPOR|NONE|$13,779|—|$13,779|

| NICHOLSON WEALTH MANAGEMENT|NONE|$7,366|—|$7,366|

| CUBIC PYE CAPITAL MGMT INC|NONE|$6,529|—|$6,529|

| FINANCIAL ENGINES ADVISORS LLC|NONE|$5,064|—|$5,064|

| RSM US LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [SCHWAB RETIREMENT PLAN SERVICES INC](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [COMMONWEALTH EQUITY SERVICES I](https://planprovider.pro/provider/commonwealth-financial-network) — NONE

- [CHARLES SCHWAB & CO., INC.](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [RSM US LLP](https://planprovider.pro/provider/rsm-us-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $840,163

- **Estimated Expense Ratio:** 0.124% 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|$839,483|$731,197|—|—|—|

| 2023|$848,213|$736,340|—|—|—|

| 2022|$812,157|$638,900|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/nelson-mullins-riley-scarborough-llp-plan-002)

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