Plan Snapshot
- Plan Sponsor: Nouria Energy Corporation
- Sponsor EIN: 043453446
- Sponsor Address: 326 CLARK STREET, WORCESTER, MA, 01606
- Plan Type: 401(k)
- Total Participants: 2,140
- Total Assets: $19.3M
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 | 2,140 | $19.3M | $759,985 | $1.5M |
| 2023 | 1,882 | $14.4M | $591,398 | $1.1M |
| 2022 | 1,734 | $10.4M | $434,799 | $887,590 |
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 |
|---|---|---|---|---|
| CAPTRUST FINANCIAL ADVISORS | CONSULTANT | $20,183 | — | $20,183 |
| H&H RETIREMENT SERVICES, INC. | NONE | $19,550 | — | $19,550 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $16,546 | — | $16,546 |
| H&H INVESTMENT SERVICES, INC. | NONE | $11,759 | — | $11,759 |
| CHARLES SCHWAB TRUST BANK | NONE | $7,462 | — | $7,462 |
| TONNESON & COMPANY PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- CHARLES SCHWAB TRUST BANK — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $75,500
- Estimated Expense Ratio: 0.390% 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 | $75,500 | — | — | — | — |
| 2023 | $71,435 | $29,814 | — | $30,420 | — |
| 2022 | $64,451 | — | — | — | — |