Plan Snapshot
- Plan Sponsor: Board Of Trustees Of The Nhca And Affiliates Ret And Savings Plan
- Sponsor EIN: 800211177
- Sponsor Address: 20 EAST SUNRISE HIGHWAY, VALLEY STREAM, NY, 115811260
- Plan Type: 401(k)
- Total Participants: 11,467
- Total Assets: $227.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 11,467 | $227.7M | $12.7M | $13.1M |
| 2023 | 9,048 | $196.3M | $9.4M | $12.3M |
| 2022 | 8,754 | $165.9M | $5.6M | $12.2M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $561,091 | $300 | $561,391 |
| SCHULTE ROTH & ZABEL LLP | ERISA Attorney | — | $111,382 | $111,382 |
| MORGAN STANLEY GLOBAL BANKING OPERA | Recordkeeper | — | $50,000 | $50,000 |
| NOVAK FRANCELLA CPA | Auditor | — | $20,653 | $20,653 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHULTE ROTH & ZABEL LLP — ERISA Attorney
- MORGAN STANLEY GLOBAL BANKING OPERA — Recordkeeper
- NOVAK FRANCELLA CPA — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $743,426
- Estimated Expense Ratio: 0.326% 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 | $561,091 | — | $561,091 | — | — |
| 2023 | $557,616 | — | $557,616 | — | — |
| 2022 | $567,649 | — | $567,649 | — | — |