# Niles Bolton Associates, INC. 401(k) Plan
Source: https://planprovider.pro/companies/niles-bolton-associates-inc-401k-plan

> Niles Bolton Associates, INC.'s 401(k) plan: 126 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Niles Bolton Associates, INC.

- **Sponsor EIN:** 581407613

- **Sponsor Address:** 3060 PEACHTREE RD NW STE 600, ATLANTA, GA, 30305

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

- **Total Participants:** 126

- **Total Assets:** $41.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|126|$41.7M|$631,144|$1.8M|

| 2023|144|$36.8M|$671,357|$1.8M|

| 2022|146|$31.1M|$664,440|$1.6M|

## 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|$80,337|—|$80,337|

| RESOURCES INVESTMENT ADVISORS|INVESTMENT ADVISORY|—|$41,943|$41,943|

| ORENDA RETIREMENT, LLC|CONTRACT ADMINISTRATOR|$3,705|$18,879|$22,584|

| JONES AND KOLB|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [RESOURCES INVESTMENT ADVISORS](https://planprovider.pro/provider/epic-retirement-plan-services) — INVESTMENT ADVISORY

- [JONES AND KOLB](https://planprovider.pro/provider/jones-and-kolb) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $144,864

- **Estimated Expense Ratio:** 0.347% 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|

| 2024|$84,037|—|$84,037|—|—|

| 2023|$69,203|—|$69,203|—|—|

| 2022|$69,403|—|$69,053|—|$350|

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