Plan Snapshot
- Plan Sponsor: Nippon Life Group
- Sponsor EIN: 133398996
- Sponsor Address: 666 THIRD AVENUE, NEW YORK, NY, 10017
- Plan Type: 401(k)
- Total Participants: 148
- Total Assets: $51.4M
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 | 148 | $51.4M | $1.0M | $2.3M |
| 2023 | 129 | $44.4M | $883,331 | $1.9M |
| 2022 | 123 | $38.6M | $772,615 | $1.7M |
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 |
|---|---|---|---|---|
| JLK ROSENBERGER, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JLK ROSENBERGER, LLP — Auditor
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 | $89,867 | — | $89,867 | — | — |
| 2023 | $75,871 | — | $75,871 | — | — |
| 2022 | $76,331 | — | $76,331 | — | — |