Nab Holdings, LLC 401(K) Plan — Form 5500 plan (Nab Holdings, LLC)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Nab Holdings, LLC 401(K) Plan is a benefit plan reported by Nab Holdings, LLC under EIN 45-3514691 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,392 participants and $55,051,487 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$55.1MPlan net assets, end of year$55,051,487
Participants1.4KCovered participants reported1,392
Assets / participant$39.5KComputed: assets ÷ participants$39,548 (computed)
Provider compensation$185.5K3 Schedule C provider row(s)$185,463
- Plan sponsor
- Nab Holdings, LLC
- EIN
- 45-3514691
- Plan number
- 001
- Plan type
- 2
- Location
- Troy, MI
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,392 | H, C | 20241004134254NAL0005739747001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$55.1M total assets
Net assets$55.1MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $55,051,487
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $55,051,487
- Net assets (BOY)
- $39,236,103
Income & contributions
- Employer contributions
- $2,229,914
- Participant contributions
- $8,149,022
- Total contributions
- $11,846,381
- Total income / additions
- $19,868,361
Expenses & distributions
- Benefits paid
- $3,810,007
- Administrative expenses
- $185,463
- Total expenses
- $4,052,977
- Net increase / (decrease)
- $15,815,384
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
21%79%
Employer 21%Participant 79%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income19%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $146,709 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $38,354 | not reported in the loaded dataset | 2023 |
| Qdro Consultants Company, LLC | OTHER | $400 | not reported in the loaded dataset | 2023 |