Plan Snapshot
- Plan Sponsor: North Eastern Services, INC.
- Sponsor EIN: 870652539
- Sponsor Address: 278 MOUNTAIN WAY DRIVE, OREM, UT, 84058
- Plan Type: 401(k)
- Total Participants: 846
- Total Assets: $2.3M
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 | 846 | $2.3M | $107,523 | $313,421 |
| 2023 | 772 | $1.7M | $105,322 | $293,175 |
| 2022 | 661 | $1.1M | $95,478 | $315,112 |
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 |
|---|---|---|---|---|
| HINTONBURDICK, PLLC | Auditor | — | — | $0 |
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 | $1,820 | — | $1,820 | — | — |
| 2023 | $1,335 | — | $1,335 | — | — |
| 2022 | $1,515 | — | $1,515 | — | — |