# Nicolehollis, INC. 401(k) Plan
Source: https://planprovider.pro/companies/nicolehollis-inc-113680751-001

> Nicolehollis, INC.'s 401(k) plan: 136 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Nicolehollis, INC.

- **Sponsor EIN:** 113680751

- **Sponsor Address:** 1000 BRANNAN STREET SUITE 503, SAN FRANCISCO, CA, 94103

- **Plan Type:** 401(k)

- **Plan Number:** 001

- **Total Participants:** 136

- **Total Assets:** $10.1M

## 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.|

| 2025|136|$10.1M|$0|$0|

| 2024|92|$7.7M|$305,976|$724,762|

| 2023|88|$6.4M|$292,300|$657,557|

| 2022|106|$4.7M|$278,065|$570,917|

## 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|

| LPL FINANCIAL LLC|Investment Advisor|$29,627|—|$29,627|

| JP MORGAN INVEST HOLDINGS, LLC|Recordkeeper|$22,037|—|$22,037|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $51,664

- **Estimated Expense Ratio:** 0.511% 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|

| 2025|$230,092|—|—|$29,627|—|

| 2024|$709,759|—|—|—|—|

| 2023|$54,392|$18,214|—|$18,720|—|

| 2022|$31,351|—|$31,351|—|—|

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