Plan5500

Nordic Consulting Partners, Inc. 401(K) Plan — Form 5500 plan (Nordic Consulting Partners, Inc.)

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, Nordic Consulting Partners, Inc. 401(K) Plan is a benefit plan reported by Nordic Consulting Partners, Inc. under EIN 27-1633363 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,099 participants and $161,150,481 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$161.2MPlan net assets, end of year$161,150,481
Participants2.1KCovered participants reported2,099
Assets / participant$76.8KComputed: assets ÷ participants$76,775 (computed)
Provider compensation$218.8K4 Schedule C provider row(s)$218,817
Plan sponsor
Nordic Consulting Partners, Inc.
EIN
27-1633363
Plan number
001
Plan type
2
Location
Madison, WI
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    2,099 participants · 2Sch HSch C
    View filing →
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)$161.2M total assets
Net assets$161.2MLiabilities$0
Money in vs. money out
Total income / additions$54.3M
Total expenses$15.3M
Benefits paid / distributions$15M
Contributions
Employer$5.3M
Participant$19.6M
Full reported line items

Net assets

Total assets (EOY)
$161,150,481
Total liabilities (EOY)
$0
Net assets (EOY)
$161,150,481
Net assets (BOY)
$122,180,040

Income & contributions

Employer contributions
$5,349,175
Participant contributions
$19,567,473
Total contributions
$30,373,562
Total income / additions
$54,307,950

Expenses & distributions

Benefits paid
$15,024,367
Administrative expenses
$218,817
Total expenses
$15,337,509
Net increase / (decrease)
$38,970,441
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.

Contribution share (employer vs. participant)
Employer 21%Participant 79%
Total expenses ÷ net assets10%Computed ratio
Benefits paid ÷ total income28%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Fidelity Investments Institutional$131.1K
    RECORDKEEPER · Direct $131.1K · Indirect $0
  2. 2
    Gallagher Fiduciary Advisors LLC$48K
    ADVISOR · Direct $48K
  3. 3
    Strategic Advisors, Inc.$27.7K
    ADVISOR · Direct $27.7K
  4. 4
    Kestra Adv$12K
    INVESTMENT ADVISOR · Direct $12K

What to inspect next

Frequently asked questions

Who sponsors the Nordic Consulting Partners, Inc. 401(K) Plan?
Nordic Consulting Partners, Inc. 401(K) Plan is reported as sponsored by Nordic Consulting Partners, Inc. (EIN 27-1633363, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Nordic Consulting Partners, Inc. 401(K) Plan?
The latest Form 5500 filing year loaded for Nordic Consulting Partners, Inc. 401(K) Plan is 2023.
How many participants does Nordic Consulting Partners, Inc. 401(K) Plan report?
Nordic Consulting Partners, Inc. 401(K) Plan reports 2,099 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Nordic Consulting Partners, Inc. 401(K) Plan?
Nordic Consulting Partners, Inc. 401(K) Plan reports $161,150,481 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages