# Nisbet Investment Corporation 401(k) Plan
Source: https://planprovider.pro/companies/nisbet-investment-corporation-401k-plan

> Nisbet Investment Corporation&#39;s 401(k) plan: 151 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Nisbet Investment Corporation

- **Sponsor EIN:** 311442274

- **Sponsor Address:** 11575 READING ROAD, CINCINNATI, OH, 45241

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

- **Total Participants:** 151

- **Total Assets:** $7.8M

## 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|151|$7.8M|$140,821|$721,950|

| 2023|143|$7.8M|$125,330|$635,286|

| 2022|115|$6.2M|$50,766|$491,977|

## 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|

| BARNES DENNIG & COMPANY LTD|Auditor|$13,880|—|$13,880|

### Verified Provider Profiles

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

- [BARNES DENNIG & COMPANY LTD](https://planprovider.pro/provider/barnes-dennig-and-co-ltd) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $13,880

- **Estimated Expense Ratio:** 0.179% 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|-$1,232|—|—|$13,880|—|

| 2023|-$9,444|—|—|$10,450|—|

| 2022|-$5,043|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/nisbet-investment-corporation-401k-plan)

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