Plan Snapshot
- Plan Sponsor: Nielsen & Bainbridge, LLC
- Sponsor EIN: 223631128
- Sponsor Address: 12303 TECHNOLOGY BLVD, AUSTIN, TX, 78727
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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 | 0 | $0 | $0 | $0 |
| 2023 | 0 | $22.6M | $798,045 | $1.5M |
| 2022 | 640 | $44.6M | $1.2M | $2.2M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $264,914 | — | $264,914 |
| NEXT FINANCIAL GROUP INC | OTHER SERVICES | — | $13,658 | $13,658 |
| JLK ROSENBERGER | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JLK ROSENBERGER — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $278,572
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 | $20,714 | — | $20,714 | — | — |
| 2023 | $132,457 | — | $132,457 | — | — |
| 2022 | $122,834 | — | $122,834 | — | — |