Plan Snapshot
- Plan Sponsor: Nest International, INC.
- Sponsor EIN: 223340022
- Sponsor Address: 591 MANTUA BLVD, SEWELL, NJ, 08080
- Plan Type: 401(k)
- Total Participants: 230
- Total Assets: $11.7M
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 | 230 | $11.7M | $376,311 | $742,008 |
| 2023 | 215 | $10.2M | $357,125 | $708,513 |
| 2022 | 235 | $8.7M | $358,115 | $689,836 |
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 |
|---|---|---|---|---|
| WIPFLI LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WIPFLI 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 | $54,151 | $52,654 | — | — | — |
| 2023 | $45,008 | $26,916 | $18,092 | — | — |
| 2022 | $32,988 | $12,068 | $20,920 | — | — |