# Northwinds Holding, INC. Https//Rgf.Fisglobal.Com/5500clien 401(k) Plan
Source: https://planprovider.pro/companies/northwinds-holding-inc-401k-plan

> Northwinds Holding, INC. Https//Rgf.Fisglobal.Com/5500clien's 401(k) plan: 826 participants, plan year 2024 financials, providers, and benchmarks from Form 5…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Northwinds Holding, INC. Https//Rgf.Fisglobal.Com/5500clien

- **Sponsor EIN:** 873289944

- **Sponsor Address:** 50 HOLLEDER PARKWAY, ROCHESTER, NY, 14615

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

- **Total Participants:** 826

- **Total Assets:** $49.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|826|$49.3M|$2.1M|$4.0M|

## 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|

| SAGE RUTTY & CO., INC.|INVESTMENT/FINANCIAL ADVI|$54,515|—|$54,515|

| ADP, INC.|RECORD KEEPER|$28,778|—|$28,778|

| BOWERS CPA'S AND ADVISORS PPLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [SAGE RUTTY & CO., INC.](https://planprovider.pro/provider/sage-rutty-and-co-inc) — INVESTMENT/FINANCIAL ADVI

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

- [BOWERS CPA'S AND ADVISORS PPLC](https://planprovider.pro/provider/bowers-and-company-cpas-pllc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $83,293

- **Estimated Expense Ratio:** 0.169% 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|$83,293|$54,515|—|—|—|

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

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