# Netherland, Sewell & Associates, 401(k) Plan
Source: https://planprovider.pro/companies/netherland-sewell-associates-401k-plan

> Netherland, Sewell & Associates,'s 401(k) plan: 128 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Netherland, Sewell & Associates,

- **Sponsor EIN:** 751330935

- **Sponsor Address:** 2100 ROSS AVENUE SUITE 2200, DALLAS, TX, 75201

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

- **Total Participants:** 128

- **Total Assets:** $100.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|128|$100.0M|$2.2M|$2.1M|

| 2023|124|$91.1M|$2.2M|$2.1M|

| 2022|130|$81.2M|$2.1M|$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|

| VOYA RETIREMENT INSURANCE & ANNUITY|SERVICE PROVIDER|$189,614|$59|$189,673|

| WELLS FARGO CLEARING SERVICES, LLC|SERVICE PROVIDER|—|$136,776|$136,776|

| VOYA RETIREMENT ADVISORS, LLC|SERVICE PROVIDER|$19,166|—|$19,166|

| HAYNIE AND COMPANY|SERVICE PROVIDER|$14,500|—|$14,500|

| BAKER AND HOSTETLER LLP|SERVICE PROVIDER|$13,186|—|$13,186|

### Verified Provider Profiles

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

- [WELLS FARGO CLEARING SERVICES, LLC](https://planprovider.pro/provider/wells-fargo-clearing-services-llc) — SERVICE PROVIDER

- [HAYNIE AND COMPANY](https://planprovider.pro/provider/haynie-and-company) — SERVICE PROVIDER

- [BAKER AND HOSTETLER LLP](https://planprovider.pro/provider/bakerhostetler) — SERVICE PROVIDER

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $373,301

- **Estimated Expense Ratio:** 0.373% 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|$236,465|$43,277|$189,164|—|—|

| 2023|$197,335|$30,706|$166,329|—|—|

| 2022|$203,176|—|—|—|—|

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