# Netdocuments Software, INC. 401(k) Plan
Source: https://planprovider.pro/companies/netdocuments-software-inc-401k-plan

> Netdocuments Software, INC.'s 401(k) plan: 374 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Netdocuments Software, INC.

- **Sponsor EIN:** 870551580

- **Sponsor Address:** 2500 W EXECUTIVE PARKWAY SUITE 350, LEHI, UT, 84043

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

- **Total Participants:** 374

- **Total Assets:** $21.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|374|$21.9M|$1.5M|$3.1M|

| 2023|334|$16.5M|$1.4M|$2.8M|

| 2022|302|$10.0M|$1.2M|$2.0M|

## 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|

| SQUIRE WEALTH ADVISORS|ADVISOR|$48,490|—|$48,490|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$44,193|—|$44,193|

| LEE CPA AUDIT GROUP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [SQUIRE WEALTH ADVISORS](https://planprovider.pro/provider/squire-and-company-pc) — ADVISOR

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

- [LEE CPA AUDIT GROUP](https://planprovider.pro/provider/lee-cpa-audit-group) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $92,683

- **Estimated Expense Ratio:** 0.422% 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|$92,683|$48,490|—|—|—|

| 2023|$69,612|$39,630|—|—|—|

| 2022|$43,848|—|—|—|—|

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