# Nuwest Group Holdings, LLC DC Plan
Source: https://planprovider.pro/companies/nuwest-group-holdings-llc-plan

> Nuwest Group Holdings, LLC's DC plan: 938 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Nuwest Group Holdings, LLC

- **Sponsor EIN:** 261383035

- **Sponsor Address:** 325 118TH AVE SE, #300, BELLEVUE, WA, 98005

- **Plan Type:** DC

- **Total Participants:** 938

- **Total Assets:** $25.1M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|938|$25.1M|$0|$1.9M|

| 2023|736|$22.1M|$0|$1.4M|

| 2022|349|$3.4M|$0|$931,673|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$49,967|—|$49,967|

| BENSLER LLC DBA SCS|INVESTMENT ADVISOR|$40,515|—|$40,515|

| HUNNEX AND SHOEMAKER INC|CONTRACT ADMIN|$8,809|—|$8,809|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$5,830|—|$5,830|

| LEE CPA AUDIT GROUP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [LEE CPA AUDIT GROUP](https://planprovider.pro/provider/lee-cpa-audit-group) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $105,121

- **Estimated Expense Ratio:** 0.420% 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|$103,389|—|$103,389|—|—|

| 2023|$33,092|—|$33,092|—|—|

| 2022|$24,620|—|$24,620|—|—|

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