Plan Snapshot
- Plan Sponsor: Nustar Services Company LLC
- Sponsor EIN: 475622749
- Sponsor Address: 19003 IH-10 WEST, SAN ANTONIO, TX, 78257
- Plan Type: 401(k)
- Total Participants: 10
- Total Assets: $50.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 10 | $50.5M | $2.6M | $4.9M |
| 2023 | 1,166 | $328.6M | $7.4M | $13.1M |
| 2022 | 1,138 | $274.8M | $7.3M | $12.9M |
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 |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | NONE | $79,949 | — | $79,949 |
| RESOURCES INVESTMENT ADVISORS | NONE | $19,500 | — | $19,500 |
| AVID WEALTH PARTNERS LLC | NONE | $17,725 | — | $17,725 |
| FISHER INVESTMENTS | NONE | $11,442 | — | $11,442 |
| TACTIVE ADVISORS LLC | NONE | $5,528 | — | $5,528 |
| FORVIS MAZARS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHWAB RETIREMENT PLAN SERVICES,INC — NONE
- RESOURCES INVESTMENT ADVISORS — NONE
- FISHER INVESTMENTS — NONE
- FORVIS MAZARS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $134,144
- Estimated Expense Ratio: 0.266% 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 | $144,537 | $100,692 | — | — | — |
| 2023 | $196,594 | $63,901 | — | — | — |
| 2022 | $282,271 | $69,257 | — | — | — |