Plan Snapshot
- Plan Sponsor: Nice North America LLC
- Sponsor EIN: 952159070
- Sponsor Address: 5919 SEA OTTER PL, CARLSBAD, CA, 92010
- Plan Type: 401(k)
- Total Participants: 396
- Total Assets: $44.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 396 | $44.1M | $1.3M | $3.6M |
| 2023 | 495 | $41.5M | $1.5M | $3.7M |
| 2022 | 475 | $33.2M | $982,643 | $3.1M |
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 |
|---|---|---|---|---|
| JOHN HANCOCK USA | RECORDKEEPER | $12,219 | $81,028 | $93,247 |
| MMA SECURITIES LLC | RIA | $14,710 | — | $14,710 |
| WILSHIRE ASSOCIATES INC (USA) | RIA | $7,894 | — | $7,894 |
| MACIAS, GINI & O'CONNELL LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK USA — RECORDKEEPER
- MMA SECURITIES LLC — RIA
- WILSHIRE ASSOCIATES INC (USA) — RIA
- MACIAS, GINI & O'CONNELL LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $115,851
- Estimated Expense Ratio: 0.262% 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 | $133,142 | $25,749 | $90,103 | — | — |
| 2023 | $96,097 | — | $87,647 | — | — |
| 2022 | $71,644 | — | $63,079 | — | $8,565 |