# Northern Nurseries INC. 401(k) Plan
Source: https://planprovider.pro/companies/northern-nurseries-inc-401k-plan

> Northern Nurseries INC.&#39;s 401(k) plan: 160 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Northern Nurseries INC.

- **Sponsor EIN:** 060969963

- **Sponsor Address:** 546 HALFWAY HOUSE RD, WINDSOR LOCKS, CT, 06096

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

- **Total Participants:** 160

- **Total Assets:** $13.0M

## 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|160|$13.0M|$179,926|$515,871|

| 2023|117|$12.3M|$168,332|$474,312|

| 2022|176|$11.1M|$218,130|$403,208|

## 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|

| COMMONWEALTH EQUITY SERVICES LLC DB|INVESTMENT ADVISOR|$19,148|—|$19,148|

| BARATZ & ASSOCIATES|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [BARATZ & ASSOCIATES](https://planprovider.pro/provider/baratz-and-associates-pa) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $19,148

- **Estimated Expense Ratio:** 0.147% 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|$19,148|$19,148|—|—|—|

| 2023|$17,250|$17,250|—|—|—|

| 2022|$19,145|$16,873|$2,265|—|—|

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