Plan Snapshot
- Plan Sponsor: Nite Ize, INC.
- Sponsor EIN: 841105569
- Sponsor Address: 5660 CENTRAL AVENUE, BOULDER, CO, 80301
- Plan Type: 401(k)
- Total Participants: 169
- Total Assets: $13.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 169 | $13.3M | $444,035 | $903,166 |
| 2023 | 193 | $11.2M | $445,639 | $882,792 |
| 2022 | 208 | $8.5M | $410,796 | $852,075 |
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 |
|---|---|---|---|---|
| BDO USA, P.C. | Auditor | — | — | $0 |
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 | $62,988 | — | — | — | — |
| 2023 | $49,683 | — | — | $49,683 | — |
| 2022 | $46,160 | — | — | — | — |