# Nord Gear Corporation 401(k) Plan
Source: https://planprovider.pro/companies/nord-gear-corporation-401k-plan

> Nord Gear Corporation's 401(k) plan: 505 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Nord Gear Corporation

- **Sponsor EIN:** 391337261

- **Sponsor Address:** 800 NORD DRIVE, WAUNAKEE, WI, 53597

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

- **Total Participants:** 505

- **Total Assets:** $42.2M

## 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|505|$42.2M|$985,960|$2.6M|

| 2023|495|$37.2M|$949,585|$2.4M|

| 2022|493|$30.2M|$875,751|$2.2M|

## 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|

| DENALI WEATH MANAGEMENT|INVESTMENT ADVISOR|$59,623|—|$59,623|

| EMPOWER ANNUITY INS. CO. OF AMERICA|RECORDKEEPER ADVISOR|$44,053|—|$44,053|

| BLUE CHIP RETIREMENT PLANS, INC.|TPA|$17,575|$10,000|$27,575|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MANAGER|$22,510|—|$22,510|

| WIPFLI LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [WIPFLI LLP](https://planprovider.pro/provider/wipfli-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $153,761

- **Estimated Expense Ratio:** 0.365% 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|$138,546|—|$20,209|—|—|

| 2023|$163,113|$48,372|$13,054|—|—|

| 2022|$113,327|—|$113,327|—|—|

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