Plan Ledger DOL Form 5500 · updated monthly

Nouria Energy Corporation401(k)

NOURIA 401(K) RETIREMENT PLAN · WORCESTER, MA · plan year 2024

Reported admin expense ratio · 2024
0.45%

Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works

Nouria Energy Corporation reported $75,500 in plan administrative expenses for 2024: 0.45% of average plan assets, above the peer median. Employer contributions averaged $355 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.59% to 0.45%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 1,341st-largest of 2,726 plans among Massachusetts employers on file, and the 1,950th of 4,246 in wholesale trade. In 2024, employees put in $1.93 for every $1.00 the employer contributed; active participation has grown from 1,734 to 2,140 since 2022.

Plan summary
Net assets, end of year$19,342,705
Participants with balances440
Active participants2,140
Employer contributions$759,985
Employee contributions$1,465,485
Employer contribution per active participant$355
Average account balance$43,961
Benefits paid to participants$1,010,100
Plan auditUnmodified (clean) audit opinion
AuditorTONNESON & COMPANY PC
Plan history3
Yearassets · accounts · employer contribution
2024$19.3M · 440 accts · $760K emplr
2023$14.4M · 364 accts · $591K emplr
2022$10.4M · 305 accts · $435K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$75,500
Total administrative$75,500
The Nouria Energy Corporation 401(k) match · 2024
Employer contribution per active participant$355
Median for plans this size$2,416
2024$355 per active participant
2023$314 per active participant
2022$251 per active participant

Nouria Energy Corporation's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20245
H&H RETIREMENT SERVICES, INC. · Recordkeeping$19,550
CAPTRUST FINANCIAL ADVISORS · Investment advisory (plan)$20,183
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$16,546
H&H INVESTMENT SERVICES, INC. · Investment advisory (plan)$11,759
CHARLES SCHWAB TRUST BANK · Trustee$7,462

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024H&H RETIREMENT SERVICES, INC.
2023H&H RETIREMENT SERVICES, INC.

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Administrative cost history3
2024$75,500 · 0.45%
2023$71,435 · 0.58%
2022$64,451 · 0.59%
Same employer
Similar plansWholesale Trade · Massachusetts
D.B. Roberts, Inc. MA$20.7M · 0.20%
Pure Encapsulations, Inc. MA$19.8M · 0.38%
Ruby Wines, Inc. MA$19.1M · 0.35%
State Garden, Inc. MA$18.6M · 0.10%
Concord Foods, LLC MA$18.3M · 0.06%
Imperial Distributors, Inc. MA$18.0M · 0.34%

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Source: U.S. Department of Labor, Form 5500 series, EIN 043453446 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.