Plan Snapshot
- Plan Sponsor: The Noco Company
- Sponsor EIN: 340934391
- Sponsor Address: 30339 DIAMOND PKWY, GLENWILLOW, OH, 44139
- Plan Type: 401(k)
- Total Participants: 187
- Total Assets: $6.5M
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 | 187 | $6.5M | $468,896 | $1.0M |
| 2023 | 116 | $4.3M | $370,085 | $807,545 |
| 2022 | 145 | $2.5M | $309,978 | $663,401 |
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 |
|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS, LLC | RIA | $10,796 | — | $10,796 |
| RAYMOND JAMES FSA INC | RIA | $10,351 | — | $10,351 |
| MALONEY & NOVOTNY LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RAYMOND JAMES FSA INC — RIA
- MALONEY & NOVOTNY LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $21,147
- Estimated Expense Ratio: 0.327% 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 | $41,043 | $19,499 | $21,544 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | $14,264 | $7,024 | $7,240 | — | — |