Plan Snapshot
- Plan Sponsor: Nutrien Us LLC
- Sponsor EIN: 911589568
- Sponsor Address: 5296 HARVEST LAKE DRIVE, LOVELAND, CO, 80538
- Plan Type: 401(k)
- Total Participants: 13,017
- Total Assets: $2.0B
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 13,017 | $2.0B | $89.9M | $90.7M |
| 2023 | 12,388 | $1.7B | $88.8M | $86.9M |
| 2022 | 12,106 | $1.4B | $82.2M | $78.3M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $831,429 | — | $831,429 |
| TOWERS WATSON | CONSULTANT | $464,876 | — | $464,876 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $319,200 | — | $319,200 |
| STATE STREET GLOBAL ADVISORS | CONSULTANT | $51,349 | — | $51,349 |
| EIDE BAILLY | CONSULTANT | $36,225 | — | $36,225 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
- EIDE BAILLY — CONSULTANT
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,703,079
- Estimated Expense Ratio: 0.087% 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 | $1,701,667 | $319,200 | $4,200 | — | — |
| 2023 | $1,330,754 | $215,690 | $4,200 | — | — |
| 2022 | $1,448,346 | $154,144 | — | — | — |