# Nercon Eng. & Mfg.INC. 401(k) Plan
Source: https://planprovider.pro/companies/nercon-eng-mfg-inc-401k-plan

> Nercon Eng. & Mfg.INC.'s 401(k) plan: 124 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Nercon Eng. & Mfg.INC.

- **Sponsor EIN:** 391257432

- **Sponsor Address:** 600 S. COMMERCIAL ST., NEENAH, WI, 54956

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

- **Total Participants:** 124

- **Total Assets:** $31.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|124|$31.9M|$609,028|$1.1M|

| 2023|108|$27.5M|$543,675|$980,591|

| 2022|117|$22.7M|$535,015|$968,807|

## 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|

| MORGAN STANLEY SMITH BARNEY LLC|INVESTMENT ADVISOR|$68,384|—|$68,384|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$25,235|—|$25,235|

| KERBERROSESC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [MORGAN STANLEY SMITH BARNEY LLC](https://planprovider.pro/provider/morgan-stanley) — INVESTMENT ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [KERBERROSESC](https://planprovider.pro/provider/kerberrose-sc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $93,619

- **Estimated Expense Ratio:** 0.294% 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|$93,619|$68,384|—|—|—|

| 2023|$98,283|$70,025|—|—|—|

| 2022|$99,071|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/nercon-eng-mfg-inc-401k-plan)

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