# Napa Management Services Corporation 401(k) Plan
Source: https://planprovider.pro/companies/napa-management-services-corporation-401k-plan

> Napa Management Services Corporation's 401(k) plan: 3,665 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Napa Management Services Corporation

- **Sponsor EIN:** 113635685

- **Sponsor Address:** 1305 WALT WHITMAN ROAD SUITE 300, MELVILLE, NY, 11747

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

- **Total Participants:** 3,665

- **Total Assets:** $1.5B

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|3,665|$1.5B|$35.6M|$65.7M|

## 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|

| EMPOWER ANNUITY INS. CO. OF AMERICA|RECORDKEEPER|$282,884|—|$282,884|

| CREATIVE PLANNING HOLDCO LLC|OTHER|$156,250|—|$156,250|

| BACHELER AND COMPANY, P.C.|OTHER|$115,750|—|$115,750|

| NIXON PEABODY LLP|OTHER|$56,184|—|$56,184|

| ADVISED ASSETS GROUP, LLC|INVESTMENT MGMT|$12,483|—|$12,483|

### Verified Provider Profiles

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

- [NIXON PEABODY LLP](https://planprovider.pro/provider/nixon-peabody-llp) — OTHER

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $623,551

- **Estimated Expense Ratio:** 0.042% 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|$473,688|—|—|—|—|

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