Plan Snapshot
- Plan Sponsor: Nacco Natural Resources Corporation
- Sponsor EIN: 341554846
- Sponsor Address: 5340 LEGACY DR., PLANO, TX, 750243141
- Plan Type: DB
- Total Participants: 0
- Total Assets: $28.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $28.3M | $0 | $0 |
| 2023 | 0 | $30.1M | $0 | $0 |
| 2022 | 19 | $34.5M | $0 | $0 |
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 |
|---|---|---|---|---|
| WILLIS TOWERS WATSON | NONE | $22,246 | — | $22,246 |
| VANGUARD GROUP, INC. | NONE | $10,865 | — | $10,865 |
| CROWE LLP | NONE | $5,715 | — | $5,715 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- VANGUARD GROUP, INC. — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $38,826
- Estimated Expense Ratio: 0.137% 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 | $58,406 | $2,656 | — | $5,715 | — |
| 2023 | $586,567 | $17,435 | — | $31,773 | — |
| 2022 | $123,966 | $21,912 | — | — | $73,404 |