Plan Snapshot
- Plan Sponsor: Nortal, LLC
- Sponsor EIN: 272852064
- Sponsor Address: 720 4TH AVE STE 420, KIRKLAND, WA, 98033
- Plan Type: 401(k)
- Total Participants: 56
- Total Assets: $8.8M
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 | 56 | $8.8M | $176,458 | $831,622 |
| 2023 | 100 | $7.9M | $279,058 | $1.3M |
| 2022 | 121 | $6.1M | $263,705 | $1.3M |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $37,544 | $29,174 | $8,370 | — | — |
| 2023 | $30,573 | — | $30,573 | — | — |
| 2022 | $27,659 | — | $27,659 | — | — |