Plan Snapshot
- Plan Sponsor: Nucera Solutions, LLC
- Sponsor EIN: 851985190
- Sponsor Address: 601 SOUTH 5TH STREET, BARNSDALL, OK, 74002
- Plan Type: 401(k)
- Total Participants: 63
- Total Assets: $10.6M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 63 | $10.6M | $748,978 | $678,569 |
| 2023 | 111 | $10.2M | $910,030 | $838,172 |
| 2022 | 117 | $8.2M | $932,707 | $840,483 |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | Auditor | $22,050 | — | $22,050 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $22,050
- Estimated Expense Ratio: 0.208% 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 | $70,349 | $18,940 | $6,997 | $22,050 | — |
| 2023 | $50,650 | $20,582 | $1,520 | — | — |
| 2022 | $43,279 | $18,374 | $24,905 | — | — |