Plan Snapshot
- Plan Sponsor: Nth Degree, INC.
- Sponsor EIN: 364433179
- Sponsor Address: 3237 SATELLITE BLVD,, DULUTH, GA, 30096
- Plan Type: 401(k)
- Total Participants: 403
- Total Assets: $40.1M
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 | 403 | $40.1M | $386,637 | $2.2M |
| 2023 | 349 | $33.8M | $311,615 | $1.8M |
| 2022 | 276 | $27.6M | $218,752 | $1.3M |
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 |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | NONE | $62,492 | — | $62,492 |
| CAMBRIDGE INVESTMENT RESEARCH, INC. | NONE | $10,182 | — | $10,182 |
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — NONE
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $72,674
- Estimated Expense Ratio: 0.181% 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 | $23,580 | — | $23,580 | — | — |
| 2023 | $11,134 | — | $11,134 | — | — |
| 2022 | $11,304 | — | $11,304 | — | — |