Plan Snapshot
- Plan Sponsor: Nutter Corporation
- Sponsor EIN: 911570103
- Sponsor Address: 7211-A NE 43RD AVENUE, VANCOUVER, WA, 98661
- Plan Type: 401(k)
- Total Participants: 200
- Total Assets: $13.8M
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 | 200 | $13.8M | $692,300 | $818,206 |
| 2023 | 188 | $12.9M | $684,774 | $832,020 |
| 2022 | 183 | $11.3M | $679,804 | $865,052 |
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 |
|---|---|---|---|---|
| EDWARD D. JONES & CO., L.P. | RIA | $25,818 | — | $25,818 |
| PENSION PLAN SPECIALISTS, PC | TPA | $16,389 | — | $16,389 |
| JOHN HANCOCK LIFE INSURANCE CO | RECORDKEEPER | $10,817 | — | $10,817 |
| VERITY ACCOUNTANCY, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK LIFE INSURANCE CO — RECORDKEEPER
- VERITY ACCOUNTANCY, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $53,024
- Estimated Expense Ratio: 0.384% 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 | $91,484 | $28,400 | $46,695 | — | — |
| 2023 | $81,750 | $25,004 | $44,271 | — | — |
| 2022 | $83,061 | $25,722 | $53,339 | — | — |