Plan Snapshot
- Plan Sponsor: Nordic Consulting Partners, INC.
- Sponsor EIN: 271633363
- Sponsor Address: 2601 W BELTLINE HWY SUITE 600, MADISON, WI, 53713
- Plan Type: 401(k)
- Total Participants: 2,823
- Total Assets: $200.7M
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 | 2,823 | $200.7M | $7.2M | $26.4M |
| 2023 | 1,668 | $161.2M | $5.3M | $19.6M |
| 2022 | 1,647 | $122.2M | $3.2M | $17.2M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $172,491 | — | $172,491 |
| GALLAGHER FIDUCIARY ADVISORS LLC | ADVISOR | $57,000 | — | $57,000 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $45,653 | — | $45,653 |
| BDO USA, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- GALLAGHER FIDUCIARY ADVISORS LLC — ADVISOR
- STRATEGIC ADVISORS, INC. — ADVISOR
- BDO USA, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $275,144
- Estimated Expense Ratio: 0.137% 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 | $275,144 | $87,653 | $300 | — | — |
| 2023 | $218,817 | $75,716 | — | — | — |
| 2022 | $197,516 | $15,765 | — | — | — |