Plan Snapshot
- Plan Sponsor: Nicolon Corporation
- Sponsor EIN: 570603223
- Sponsor Address: 365 S. HOLLAND DRIVE, PENDERGRASS, GA, 30567
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 344
- Total Assets: $82,920
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 344 | $82,920 | $5.3M | $1.8M |
| 2023 | 381 | $422,115 | $6.0M | $1.7M |
| 2022 | 770 | $538,583 | $5.3M | $2.0M |
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 |
|---|---|---|---|---|
| MERSEREAU, LAZENBY & ROCKAS LLC | 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 | $639,768 | — | $639,768 | — | — |
| 2023 | $500,495 | — | $500,495 | — | — |
| 2022 | $222,014 | — | $222,014 | — | — |