401k Record

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Nulo 401(k)

Recordkeeping fees per participant · Nulo 401(k) Plan · plan year 2024

$114.67

Higher than 67% of the 7,477 plans $1 to 10M that report it.

Source

= $15,595 / 136
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250923112802NAL0006773680001, received 2025-09-23
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250923112802NAL0006773680001, received 2025-09-23

10th: $11.10median $71.5290th: $209.21

Percentiles compare this plan with the Schedule H plans $1 to 10M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-09-23.

Cost and contributions

Administrative expenses excluding investment management, per participant

$114.67

10th: $13.66median $103.3390th: $302.77

Higher than 54% of the 14,713 plans $1 to 10M that report it.

Source

= $15,595 / 136
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250923112802NAL0006773680001, received 2025-09-23
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250923112802NAL0006773680001, received 2025-09-23

Administrative expenses per participant

$164.06

10th: $19.42median $150.2790th: $370.75

Higher than 54% of the 15,210 plans $1 to 10M that report it.

Source

= $22,312 / 136
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250923112802NAL0006773680001, received 2025-09-23
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250923112802NAL0006773680001, received 2025-09-23

Administrative expenses as a share of assets

0.753%

10th: 0.069%median 0.519%90th: 1.146%

Higher than 72% of the 15,243 plans $1 to 10M that report it.

Source

= $22,312 / $2,961,621
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250923112802NAL0006773680001, received 2025-09-23
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250923112802NAL0006773680001, received 2025-09-23

Employer contributions per participant

$0

Fewer than 50 comparable plans report this figure; no percentile.

Source

= $0 / 136
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250923112802NAL0006773680001, received 2025-09-23
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250923112802NAL0006773680001, received 2025-09-23

Employer share of total contributions

0.0%

Fewer than 50 comparable plans report this figure; no percentile.

Source

= $0 / $976,156
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250923112802NAL0006773680001, received 2025-09-23
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250923112802NAL0006773680001, received 2025-09-23

Plan terms, as stated in Nulo, Inc.'s SEC filings

Plan terms are not published in public filings.

Plan features

2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2R participant brokerage window · 2S pre-approved plan document · 2T default investment (QDIA) · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250923112802NAL0006773680001, received 2025-09-23

Full record, Nulo 401(k) Plan

FieldValueSource
Plan sponsorNULO INC.Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250923112802NAL0006773680001, received 2025-09-23
Plan nameNULO 401(K) PLANForm 5500, line 1a; PLAN_NAME pos 16; filing 20250923112802NAL0006773680001, received 2025-09-23
Sponsor EIN / plan number27-0703666 / 001Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250923112802NAL0006773680001, received 2025-09-23
Plan typesingle-employerForm 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250923112802NAL0006773680001, received 2025-09-23
Sponsor locationAUSTIN, TXForm 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250923112802NAL0006773680001, received 2025-09-23
Industry (business code)311110, ManufacturingForm 5500, line 2d; BUSINESS_CODE pos 46; filing 20250923112802NAL0006773680001, received 2025-09-23
Plan year2024-01-01 to 2024-12-31Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250923112802NAL0006773680001, received 2025-09-23
Filing received2025-09-23Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250923112802NAL0006773680001, received 2025-09-23
Final filingnoForm 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250923112802NAL0006773680001, received 2025-09-23
Amended filingnoForm 5500, Part I line B; AMENDED_IND pos 7; filing 20250923112802NAL0006773680001, received 2025-09-23
Participants, beginning of year151Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250923112802NAL0006773680001, received 2025-09-23
Active participants211Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250923112802NAL0006773680001, received 2025-09-23
Participants, end of year233Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250923112802NAL0006773680001, received 2025-09-23
Participants with an account balance136Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250923112802NAL0006773680001, received 2025-09-23
Total assets, beginning of year$2,312,159Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250923112802NAL0006773680001, received 2025-09-23
Total assets, end of year$2,961,621Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250923112802NAL0006773680001, received 2025-09-23
Net assets, end of year$2,961,621Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250923112802NAL0006773680001, received 2025-09-23
Total income$1,366,835Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250923112802NAL0006773680001, received 2025-09-23
Net income$649,462Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250923112802NAL0006773680001, received 2025-09-23
Employer contributions$0Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250923112802NAL0006773680001, received 2025-09-23
Participant contributions$681,251Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250923112802NAL0006773680001, received 2025-09-23
Other contributions (incl. rollovers)$294,905Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250923112802NAL0006773680001, received 2025-09-23
Total contributions$976,156Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250923112802NAL0006773680001, received 2025-09-23
Benefit payments$695,061Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250923112802NAL0006773680001, received 2025-09-23
Total expenses (incl. benefit payments)$717,373Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250923112802NAL0006773680001, received 2025-09-23
Total administrative expenses$22,312Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250923112802NAL0006773680001, received 2025-09-23
Contract administrator fees$0Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20250923112802NAL0006773680001, received 2025-09-23
Recordkeeping fees$15,595Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250923112802NAL0006773680001, received 2025-09-23
IQPA audit fees$0Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20250923112802NAL0006773680001, received 2025-09-23
Investment advisory and management fees$6,717Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20250923112802NAL0006773680001, received 2025-09-23
Administrative expenses excluding investment management$15,595derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250923112802NAL0006773680001, received 2025-09-23
Held in master trusts$0Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20250923112802NAL0006773680001, received 2025-09-23
Held in common/collective trusts$2,222,490Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20250923112802NAL0006773680001, received 2025-09-23
Held in mutual funds$398,778Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250923112802NAL0006773680001, received 2025-09-23
Independent auditorSCOTT MILLER CPA AND ASSOCIATES, PCSchedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250923112802NAL0006773680001, received 2025-09-23

Position = column in the DOL layout for form year 2024. Filing 20250923112802NAL0006773680001, received 2025-09-23.

Service providers paid directly by the plan

ProviderRelationshipService codesDirect compensationIndirect
FIDELITY INVESTMENTS INSTITUTIONALrecordkeeperRECORDKEEPER 37 Participant loan processing; 64 Recordkeeping fees; 65 Account maintenance fees $15,595yes
NFP RETIREMENT INCADVISOR 27 Investment advisory (plan) $6,717no

Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20250923112802NAL0006773680001, received 2025-09-23.

What changed since the 2023 plan year

Figure20232024Change
Total assets$2,312,159$2,961,62128.1%
Participants with a balance1281366.3%
Administrative expenses$14,316$22,31255.9%
Recordkeeping fees per participantnot reported$114.67
Employer contributions$0$0

Prior filing 20240827175150NAL0011245121001, received 2024-08-27; the plan years are contiguous.

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Sponsor name as filed: NULO INC.; SEC registrant: Nulo, Inc. (CIK 1486213, matched by EIN).