Plan Snapshot
- Plan Sponsor: Nishna Productions, INC.
- Sponsor EIN: 421025042
- Sponsor Address: 902 DAY STREET, SHENANDOAH, IA, 51601
- Plan Type: 403(b)
- Total Participants: 163
- Total Assets: $3.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- 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 | 163 | $3.3M | $178,417 | $237,682 |
| 2023 | 164 | $3.0M | $243,274 | $214,711 |
| 2022 | 243 | $2.5M | $205,576 | $200,951 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $25,905 | — | $25,905 |
| USI SECURITIES INC | BROKER/ADVISER | — | $7,957 | $7,957 |
| LUTZ & CO. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LUTZ & CO. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $33,862
- Estimated Expense Ratio: 1.023% 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 | $26,876 | $334 | — | — | — |
| 2023 | $16,788 | $58 | — | — | — |
| 2022 | $21,020 | — | $21,020 | — | — |