Plan Snapshot
- Plan Sponsor: Nlogic, INC.
- Sponsor EIN: 270445567
- Sponsor Address: 4955 CORPORATE DRIVE, SUITE 102, HUNTSVILLE, AL, 35805
- Plan Type: 401(k)
- Total Participants: 212
- Total Assets: $54.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 212 | $54.4M | $3.4M | $3.4M |
| 2023 | 341 | $52.0M | $3.0M | $3.3M |
| 2022 | 304 | $39.5M | $2.5M | $2.8M |
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 |
|---|---|---|---|---|
| SYNOVUS SECURITIES | ADVISOR | — | $57,680 | $57,680 |
| MORGAN STANLEY SMITH BARNEY | ADVISOR | — | $37,978 | $37,978 |
| HENDERSON, HUTCHERSON & MCCULLOUGH | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY SMITH BARNEY — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $95,658
- Estimated Expense Ratio: 0.176% 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 | $4,363 | — | $300 | — | — |
| 2023 | $3,231 | — | — | — | — |
| 2022 | $3,153 | — | — | — | — |