# The Niello Company 401(k) Plan
Source: https://planprovider.pro/companies/the-niello-company-401k-plan

> The Niello Company's 401(k) plan: 511 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** The Niello Company

- **Sponsor EIN:** 942636553

- **Sponsor Address:** 1481 RIVER PARK DR., SACRAMENTO, CA, 95815

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

- **Total Participants:** 511

- **Total Assets:** $56.1M

## 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:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2023|511|$56.1M|$999,306|$4.8M|

| 2022|493|$46.1M|$947,036|$4.5M|

## 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|

| CAPTRUST INVESTMENT ADVISORS|INVESTMENT ADVISOR|$273,140|—|$273,140|

| MILLIMAN, INC.|NONE|$99,396|—|$99,396|

| CHARLES SCHWAB TRUST BANK|NONE|—|$14,016|$14,016|

| POMARES & CO.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [MILLIMAN, INC.](https://planprovider.pro/provider/milliman) — NONE

- [CHARLES SCHWAB TRUST BANK](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $386,552

- **Estimated Expense Ratio:** 0.689% 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|

| 2023|$187,888|$136,570|—|—|—|

| 2022|$188,149|—|—|—|$188,149|

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