Plan Snapshot
- Plan Sponsor: Nps Holdings LLC
- Sponsor EIN: 861213236
- Sponsor Address: 3303 SPIRIT WAY, GREEN BAY, WI, 54304
- Plan Type: 401(k)
- Total Participants: 161
- Total Assets: $11.3M
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 | 161 | $11.3M | $574,535 | $939,813 |
| 2023 | 214 | $9.6M | $595,373 | $919,910 |
| 2022 | 144 | $9.0M | $421,464 | $811,138 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | $9,975 | — | $9,975 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $9,975
- Estimated Expense Ratio: 0.088% 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 | $51,185 | $25,399 | — | $9,975 | — |
| 2023 | $32,744 | $21,702 | — | — | — |
| 2022 | $37,074 | — | — | — | — |