# Nordic Consulting Partners, INC. 401(k) Plan
Source: https://planprovider.pro/companies/nordic-consulting-partners-inc-401k-plan

> Nordic Consulting Partners, INC.'s 401(k) plan: 2,823 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [GALLAGHER FIDUCIARY ADVISORS LLC](https://planprovider.pro/provider/arthur-j-gallagher-and-co) — ADVISOR

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [BDO USA, P.C.](https://planprovider.pro/provider/bdo-usa-pc) — 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|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/nordic-consulting-partners-inc-401k-plan)

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