Plan Snapshot
- Plan Sponsor: Nisa Investment Advisors, LLC
- Sponsor EIN: 481140940
- Sponsor Address: 7676 FORSYTH BLVD, ST. LOUIS, MO, 63105
- Plan Type: DC
- Total Participants: 388
- Total Assets: $124.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 388 | $124.0M | $4.2M | $5.4M |
| 2023 | 392 | $103.4M | $3.9M | $5.3M |
| 2022 | 381 | $78.1M | $3.6M | $4.5M |
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 |
|---|---|---|---|---|
| GRANT THORNTON LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GRANT THORNTON 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 | $15,236 | $12,673 | — | — | — |
| 2023 | $13,682 | $11,318 | — | — | — |
| 2022 | $12,745 | $11,122 | — | — | — |