# Nosler, INC. 401(k) Plan
Source: https://planprovider.pro/companies/nosler-inc-401k-plan

> Nosler, INC.'s 401(k) plan: 177 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Nosler, INC.

- **Sponsor EIN:** 930468612

- **Sponsor Address:** 107 SW COLUMBIA, BEND, OR, 97702

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

- **Total Participants:** 177

- **Total Assets:** $16.4M

## 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|177|$16.4M|$200,112|$731,826|

| 2023|180|$13.6M|$355,207|$725,910|

| 2022|131|$10.5M|$292,967|$578,369|

## 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|

| DA DAVIDSON & COMPANY|ADVISOR|$37,261|—|$37,261|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$33,748|—|$33,748|

| WORTHY & COMPANY, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [DA DAVIDSON & COMPANY](https://planprovider.pro/provider/da-davidson-and-co) — ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [WORTHY & COMPANY, LLC](https://planprovider.pro/provider/worthy-and-company-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $71,009

- **Estimated Expense Ratio:** 0.434% 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|$71,009|$37,261|—|—|—|

| 2023|$55,796|$29,143|—|—|—|

| 2022|$52,481|—|—|—|—|

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