Plan Snapshot
- Plan Sponsor: Nv5, INC.
- Sponsor EIN: 800548043
- Sponsor Address: 15092 AVENUE OF SCIENCE, SAN DIEGO, CA, 92128
- Plan Type: 401(k)
- Total Participants: 3,441
- Total Assets: $464.3M
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 | 3,441 | $464.3M | $29,177 | $30.1M |
| 2023 | 3,001 | $381.7M | $1.6M | $24.8M |
| 2022 | 2,846 | $317.0M | $779,485 | $23.0M |
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 |
|---|---|---|---|---|
| LERROSARBEY, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LERROSARBEY, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $491,044 | $149,628 | — | — | — |
| 2023 | $431,259 | $117,943 | — | — | — |
| 2022 | $452,223 | — | — | — | — |