Plan Snapshot
- Plan Sponsor: Nsd Newco, INC
- Sponsor EIN: 843500138
- Sponsor Address: 5600 BROKEN SOUND NW, BOCA RATON, FL, 33487
- Plan Type: DC
- Plan Number: 001
- Total Participants: 271
- Total Assets: $72.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 271 | $72.7M | $5.4M | $0 |
| 2023 | 410 | $20.2M | $1,568 | $820,420 |
| 2022 | 210 | $75.0M | $5.9M | $0 |
| 2019 | 159 | $152.7M | $9.7M | $0 |
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 |
|---|---|---|---|---|
| NSD NEWCO INC | Other Service Provider | $400,900 | — | $400,900 |
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $75,408 | — | $75,408 |
| LPL FINANCIAL | Investment Advisor | — | $37,507 | $37,507 |
| MMLIS | Investment Advisor | — | $7,082 | $7,082 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LPL FINANCIAL — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $520,897
- Estimated Expense Ratio: 0.717% 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 | $274,476 | — | — | $20,950 | — |
| 2023 | $20,863 | $17 | — | — | — |
| 2022 | $425,454 | — | — | — | — |
| 2019 | $137,340 | — | — | — | — |