Plan Snapshot
- Plan Sponsor: Nicholas & Co., INC.
- Sponsor EIN: 870235565
- Sponsor Address: 5520 W. HAROLD GATTY DRIVE, SALT LAKE CITY, UT, 84116
- Plan Type: 401(k)
- Total Participants: 817
- Total Assets: $44.8M
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 | 817 | $44.8M | $1.1M | $3.7M |
| 2023 | 761 | $39.9M | $1.1M | $3.5M |
| 2022 | 782 | $32.1M | $984,493 | $3.2M |
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 |
|---|---|---|---|---|
| CBIZ CPAS, PC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $139,940 | $114,139 | — | — | — |
| 2023 | $134,958 | $94,386 | — | — | — |
| 2022 | $127,906 | — | — | — | — |