# S. L. Nusbaum Realty Co. 401(k) Plan
Source: https://planprovider.pro/companies/s-l-nusbaum-realty-co-401k-plan

> S. L. Nusbaum Realty Co.'s 401(k) plan: 1,155 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** S. L. Nusbaum Realty Co.

- **Sponsor EIN:** 541582671

- **Sponsor Address:** 1700 WELLS FARGO CENTER, NORFOLK, VA, 23510

- **Plan Type:** 401(k)

- **Total Participants:** 1,155

- **Total Assets:** $33.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|1,155|$33.9M|$91,780|$2.3M|

| 2023|1,022|$29.1M|$94,435|$1.9M|

| 2022|786|$23.9M|$338,855|$1.9M|

## 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|

| UBS FINANCIAL SERVICES INC|ADVISOR|$67,193|—|$67,193|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$65,351|—|$65,351|

| STRATEGIC ADVISORS, INC.|ADVISOR|$5,555|—|$5,555|

| PB MARES|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [UBS FINANCIAL SERVICES INC](https://planprovider.pro/provider/aspire-financial-services) — ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [PB MARES](https://planprovider.pro/provider/pbmares-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $138,099

- **Estimated Expense Ratio:** 0.407% 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|$137,350|$72,749|—|—|—|

| 2023|$116,883|$57,515|—|—|—|

| 2022|$120,997|$2,523|—|—|—|

## Similar Plans

- [Atlantic Bay Mortgage Group, LLC](https://planprovider.pro/companies/atlantic-bay-mortgage-group-llc-401k-plan) — 736 participants

- [Kastle Systems International LLC](https://planprovider.pro/companies/kastle-systems-international-llc-401k-plan) — 703 participants

- [Kettler, INC.](https://planprovider.pro/companies/kettler-inc-401k-plan) — 531 participants

- [Crc Companies L.L.C.](https://planprovider.pro/companies/crc-companies-l-l-c-401k-plan-001) — 484 participants

- [The Resorts Companies, INC.](https://planprovider.pro/companies/the-resorts-companies-inc-plan) — 1,834 participants

- [Costar Realty Information, INC.](https://planprovider.pro/companies/costar-realty-information-inc-401k-plan) — 5,808 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/s-l-nusbaum-realty-co-401k-plan)

© 2026 PlanProvider.Pro