Plan Snapshot
- Plan Sponsor: Nextran Corporation
- Sponsor EIN: 593139839
- Sponsor Address: 1986 W BEAVER STREET, JACKSONVILLE, FL, 32209
- Plan Type: 401(k)
- Total Participants: 1,229
- Total Assets: $64.2M
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 | 1,229 | $64.2M | $1.4M | $5.1M |
| 2023 | 1,178 | $55.7M | $1.3M | $4.7M |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | RECORD KEEPER | $109,115 | — | $109,115 |
| ONEDIGITIAL INVESTMENT ADVISORS | ADVISOR | $35,100 | — | $35,100 |
| HANCOCK ASKEW & CO., LLC | AUDITOR | $9,300 | — | $9,300 |
| BAKER TILLY US, LLP | Auditor | $9,300 | — | $9,300 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — RECORD KEEPER
- ONEDIGITIAL INVESTMENT ADVISORS — ADVISOR
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $162,815
- Estimated Expense Ratio: 0.253% 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 | $153,515 | $35,100 | — | $9,300 | — |
| 2023 | $26,322 | — | — | — | — |