Plan Snapshot
- Plan Sponsor: National Amusements, INC.
- Sponsor EIN: 042261332
- Sponsor Address: PO BOX 9108, NORWOOD, MA, 020629108
- Plan Type: 401(k)
- Total Participants: 1,071
- Total Assets: $99.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,071 | $99.0M | $890,495 | $2.0M |
| 2023 | 943 | $87.4M | $930,573 | $2.1M |
| 2022 | 890 | $70.1M | $914,697 | $2.0M |
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 |
|---|---|---|---|---|
| KAHN, LITWIN, RENZA, AND CO., LTD. | Auditor | $16,612 | — | $16,612 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $16,612
- Estimated Expense Ratio: 0.017% 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 | -$2,646 | $48,511 | — | $16,612 | — |
| 2023 | $23,025 | $23,025 | — | — | — |
| 2022 | $9,156 | — | — | — | — |