Plan Snapshot
- Plan Sponsor: Nwr Services, LLC
- Sponsor EIN: 274705218
- Sponsor Address: 127 SCALEYBARK ROAD, CHARLOTTE, NC, 28209
- Plan Type: 401(k)
- Total Participants: 416
- Total Assets: $14.4M
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 | 416 | $14.4M | $510,647 | $1.3M |
| 2023 | 260 | $11.5M | $474,029 | $1.2M |
| 2022 | 265 | $8.3M | $418,236 | $1.1M |
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 |
|---|---|---|---|---|
| COHNREZNICK LLP | ACCOUNTANT/AUDITOR | $17,609 | — | $17,609 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- COHNREZNICK LLP — ACCOUNTANT/AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $17,609
- Estimated Expense Ratio: 0.122% 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 | $21,233 | — | — | $17,609 | — |
| 2023 | $20,750 | — | — | $16,380 | — |
| 2022 | $23,638 | — | — | — | — |