Plan Snapshot
- Plan Sponsor: Nurtur Holdings LLC
- Sponsor EIN: 201230907
- Sponsor Address: 6281 TRI-RIDGE BLVD., LOVELAND, OH, 45140
- Plan Type: 401(k)
- Total Participants: 203
- Total Assets: $4.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 203 | $4.6M | $87,059 | $275,846 |
| 2023 | 157 | $3.7M | $101,162 | $247,199 |
| 2022 | 141 | $3.5M | $75,678 | $193,236 |
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 |
|---|---|---|---|---|
| DEAN DORTON ALLEN FORD PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DEAN DORTON ALLEN FORD PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $46,782 | — | $46,782 | — | — |
| 2023 | $38,320 | — | $38,320 | — | — |
| 2022 | $12,129 | — | — | — | $12,129 |