Plan Snapshot
- Plan Sponsor: Nielsen & Bainbridge, LLC
- Sponsor EIN: 223631128
- Sponsor Address: 12303 TECHNOLOGY BLVD, AUSTIN, TX, 78727
- Plan Type: DB
- Plan Number: 001
- Total Participants: 0
- Total Assets: $741,639
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. |
|---|---|---|---|---|
| 2023 | 0 | $741,639 | $4.9M | $0 |
| 2022 | 0 | $48.0M | $0 | $0 |
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 | Recordkeeper | $186,252 | — | $186,252 |
| PRINCIPAL GLOBAL INVESTORS LLC | Investment Advisor | $9,262 | — | $9,262 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $195,514
- Estimated Expense Ratio: 26.362% 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 |
|---|---|---|---|---|---|
| 2023 | $607,394 | $9,262 | $186,252 | — | — |
| 2022 | $464,173 | — | $181,757 | — | — |