Plan Snapshot
- Plan Sponsor: Nexsen Pruet, LLC
- Sponsor EIN: 570386425
- Sponsor Address: 1230 MAIN STREET, SUITE 700, COLUMBIA, SC, 29201
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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 | 0 | $0 | $0 | $0 |
| 2023 | 361 | $154.3M | $1.3M | $1.1M |
| 2022 | 378 | $140.8M | $4.6M | $3.7M |
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 |
|---|---|---|---|---|
| COMPERIO RETIREMENT CONSULTING INC | ADVISOR | $150,000 | — | $150,000 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $52,242 | — | $52,242 |
| BAUKNIGHT PIETRAS & STORMER PA | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- BAUKNIGHT PIETRAS & STORMER PA — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $202,242
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 | $24,910 | $18,750 | — | — | — |
| 2023 | $101,071 | $75,000 | — | — | — |
| 2022 | $109,988 | — | — | — | — |