Plan Snapshot
- Plan Sponsor: Truly Nolen Of America, INC.
- Sponsor EIN: 860169166
- Sponsor Address: 432 SOUTH WILLIAMS BOULEVARD, TUCSON, AZ, 85711
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 1,022
- Total Assets: $47.8M
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. |
|---|---|---|---|---|
| 2025 | 1,022 | $47.8M | $0 | $0 |
| 2024 | 828 | $43.0M | $1.2M | $2.0M |
| 2023 | 838 | $39.5M | $1.2M | $2.0M |
| 2022 | 833 | $34.8M | $1.2M | $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 |
|---|---|---|---|---|
| BEACHFLEISCHMAN, P.C. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 |
|---|---|---|---|---|---|
| 2025 | $4,954,004 | — | — | — | — |
| 2024 | $21,912 | — | — | — | — |
| 2023 | $18,295 | — | — | — | — |
| 2022 | $9,831 | — | $9,831 | — | — |