Plan Snapshot
- Plan Sponsor: Board Of Trustees Of The Nba Savings And Retirement Plan
- Sponsor EIN: 844434281
- Sponsor Address: 100 PLAZA DRIVE, SECAUCUS, NJ, 07094
- Plan Type: 401(k)
- Total Participants: 402
- Total Assets: $140.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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. |
|---|---|---|---|---|
| 2024 | 402 | $140.2M | $4.8M | $6.1M |
| 2023 | 378 | $120.1M | $4.5M | $5.6M |
| 2022 | 362 | $97.4M | $3.9M | $5.0M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $28,250 | — | $28,250 |
| MERCER INVESTMENTS LLC | CONSULTANT | $20,060 | — | $20,060 |
| EISNERAMPER LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- MERCER INVESTMENTS LLC — CONSULTANT
- EISNERAMPER LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $48,310
- Estimated Expense Ratio: 0.034% of plan assets
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 |
|---|---|---|---|---|---|
| 2024 | $48,310 | — | — | — | — |
| 2023 | $38,406 | — | — | — | — |
| 2022 | $40,352 | — | — | — | — |