# Nrb Group, LLC 401(k) Plan
Source: https://planprovider.pro/companies/nrb-group-llc-401k-plan

> Nrb Group, LLC&#39;s 401(k) plan: 677 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Nrb Group, LLC

- **Sponsor EIN:** 621769582

- **Sponsor Address:** 6001 INTERNATIONAL DRIVE, CHATTANOOGA, TN, 37421

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

- **Total Participants:** 677

- **Total Assets:** $21.7M

## 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|677|$21.7M|$595,360|$2.5M|

| 2023|517|$18.3M|$611,761|$2.4M|

| 2022|498|$14.7M|$663,011|$2.4M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$71,736|—|$71,736|

| SAGE VIEW ADVISORY GROUP|INVESTMENT ADVISOR|$38,121|—|$38,121|

| HENDERSON, HUTCHERSON & MCCULLOUGH,|Auditor|—|—|$0|

### Verified Provider Profiles

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

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

- [SAGE VIEW ADVISORY GROUP](https://planprovider.pro/provider/sageview-advisory-group) — INVESTMENT ADVISOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $109,857

- **Estimated Expense Ratio:** 0.506% 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|$109,857|$38,121|—|—|—|

| 2023|$97,183|$38,039|$300|—|—|

| 2022|$89,429|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/nrb-group-llc-401k-plan)

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