Plan Snapshot
- Plan Sponsor: The Nabholz Group, INC.
- Sponsor EIN: 710833356
- Sponsor Address: 1160 FACTORY STREET, CONWAY, AR, 72032
- Plan Type: 401(k)
- Total Participants: 1,466
- Total Assets: $155.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,466 | $155.2M | $4.8M | $8.8M |
| 2023 | 1,297 | $131.2M | $4.2M | $7.7M |
| 2022 | 1,160 | $105.1M | $3.5M | $6.4M |
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 |
|---|---|---|---|---|
| STEPHENS INC. | ADVISOR | $206,271 | — | $206,271 |
| TRANSAMERICA RETIREMENT SOLUTIONS | RECORD KEEPER | $113,605 | — | $113,605 |
| HOGAN TAYLOR, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STEPHENS INC. — ADVISOR
- TRANSAMERICA RETIREMENT SOLUTIONS — RECORD KEEPER
- HOGAN TAYLOR, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $319,876
- Estimated Expense Ratio: 0.206% 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 | $319,876 | $206,271 | — | — | — |
| 2023 | $272,611 | $169,409 | — | — | — |
| 2022 | $263,843 | $168,682 | — | — | — |