# Nals Apartment Homes, LLC 401(k) Plan
Source: https://planprovider.pro/companies/nals-apartment-homes-llc-401k-plan

> Nals Apartment Homes, LLC's 401(k) plan: 474 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Nals Apartment Homes, LLC

- **Sponsor EIN:** 800876815

- **Sponsor Address:** 920 GARDEN STREET, SANTA BARBARA, CA, 93101

- **Plan Type:** 401(k)

- **Total Participants:** 474

- **Total Assets:** $17.5M

## 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|474|$17.5M|$328,868|$1.0M|

| 2023|444|$15.0M|$312,981|$952,900|

| 2022|415|$12.1M|$289,557|$844,366|

## 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|

| USI ADVISORS, INC.|INVESTMENT ADVISOR|$20,600|—|$20,600|

| HUTCHINSON AND BLOODGOOD LLP|ACCOUNTANT/AUDITOR|$16,900|—|$16,900|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [HUTCHINSON AND BLOODGOOD LLP](https://planprovider.pro/provider/hutchinson-and-bloodgood-llp) — ACCOUNTANT/AUDITOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $37,500

- **Estimated Expense Ratio:** 0.214% 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|$42,367|$20,600|—|$16,900|—|

| 2023|$29,017|—|—|$15,000|—|

| 2022|$44,699|—|—|—|—|

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