Plan Snapshot
- Plan Sponsor: Nathan Associates, INC.
- Sponsor EIN: 530181887
- Sponsor Address: 1777 N. KENT STREET, ARLINGTON, VA, 22209
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2023 | 0 | $0 | $374,889 | $584,195 |
| 2022 | 82 | $22.0M | $590,704 | $914,010 |
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 |
|---|---|---|---|---|
| MERCER INVESTMENTS, LLC | INVESTMENT ADVISOR | $90,584 | — | $90,584 |
| TRANSAMERICA RETIREMENT SOLUTIONS | RECORDKEEPER | $22,207 | — | $22,207 |
| CLIFTON LARSON ALLEN, LLP | AUDITOR | $9,975 | — | $9,975 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — RECORDKEEPER
- CLIFTON LARSON ALLEN, LLP — AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $122,766
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 |
|---|---|---|---|---|---|
| 2023 | $63,222 | $61,636 | — | $1,586 | — |
| 2022 | $115,708 | $90,584 | — | — | $9,975 |