Plan Snapshot
- Plan Sponsor: Nustar Services Company LLC
- Sponsor EIN: 475622749
- Sponsor Address: 1300 MAIN STREET, HOUSTON, TX, 77002
- Plan Type: DB
- Total Participants: 766
- Total Assets: $159.6M
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 | 766 | $159.6M | $0 | $0 |
| 2023 | 1,052 | $176.7M | $0 | $0 |
| 2022 | 1,040 | $159.3M | $10.7M | $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 |
|---|---|---|---|---|
| AON CONSULTING INC | NONE | $2,131,781 | — | $2,131,781 |
| AON INVESTMENTS USA INC | NONE | $172,634 | — | $172,634 |
| PRINCIPAL FINANCIAL GROUP, INC. | TRUSTEE | $51,949 | — | $51,949 |
| LOCKE LORD LLP | NONE | $32,610 | — | $32,610 |
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- AON CONSULTING INC — NONE
- PRINCIPAL FINANCIAL GROUP, INC. — TRUSTEE
- LOCKE LORD LLP — 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: $2,388,974
- Estimated Expense Ratio: 1.496% 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 | $2,435,526 | $172,634 | — | — | — |
| 2023 | $604,734 | — | — | — | — |
| 2022 | $640,169 | — | — | — | $495,145 |