Plan Snapshot
- Plan Sponsor: Nexdine, LLC
- Sponsor EIN: 264232418
- Sponsor Address: 905B SOUTH MAIN STREET - SUITE 203, MANSFIELD, MA, 02048
- Plan Type: 401(k)
- Total Participants: 1,366
- Total Assets: $4.1M
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 | 1,366 | $4.1M | $299,563 | $915,479 |
| 2023 | 851 | $2.9M | $87,724 | $590,907 |
| 2022 | 517 | $1.6M | $51,179 | $311,066 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $16,972 | — | $16,972 |
| MERRILL LYNCH PIERCE FENNER & SMITH | Other Service Provider | $11,833 | $8 | $11,841 |
| NOEL- DULAC | Investment Advisor | $8,783 | — | $8,783 |
| HUMAN INTEREST ADVISOR LLC | Recordkeeper | $7,701 | — | $7,701 |
| THE MANDMARBLESTONE GROUP LLC | Recordkeeper | $4,600 | $969 | $5,569 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NOEL- DULAC — Investment Advisor
- HUMAN INTEREST ADVISOR LLC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $50,866
- Estimated Expense Ratio: 1.244% 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 | $30,747 | $30,747 | — | — | — |
| 2023 | $33,405 | $1,984 | $21,572 | — | — |
| 2022 | $22,495 | $1,454 | $13,770 | — | $7,271 |