Plan Snapshot
- Plan Sponsor: Noble Supply & Logistics, LLC
- Sponsor EIN: 042767926
- Sponsor Address: 1 MARINA PARK DRIVE, SUITE 220, BOSTON, MA, 02210
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 440
- Total Assets: $29.9M
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. |
|---|---|---|---|---|
| 2025 | 440 | $29.9M | $0 | $0 |
| 2024 | 356 | $27.0M | $1.3M | $2.8M |
| 2023 | 395 | $23.6M | $1.2M | $2.4M |
| 2022 | 345 | $18.7M | $763,728 | $1.5M |
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 |
|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH | Investment Advisor | $13,828 | — | $13,828 |
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $8,904 | — | $8,904 |
| STRATEGIC ADVISORS, INC. | Investment Advisor | $8,573 | — | $8,573 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $31,305
- Estimated Expense Ratio: 0.105% 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 |
|---|---|---|---|---|---|
| 2025 | $5,424,116 | $22,401 | — | — | — |
| 2024 | $23,904 | $18,855 | — | — | — |
| 2023 | $13,188 | $1,744 | $9,266 | — | — |
| 2022 | $11,776 | — | $11,776 | — | — |