# National Aquarium, INC 401(k) Plan
Source: https://planprovider.pro/companies/national-aquarium-inc-401k-plan

> National Aquarium, INC's 401(k) plan: 356 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** National Aquarium, INC

- **Sponsor EIN:** 521121163

- **Sponsor Address:** 501 E PRATT ST, BALTIMORE, MD, 21202

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

- **Total Participants:** 356

- **Total Assets:** $26.7M

## 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|356|$26.7M|$627,832|$1.7M|

| 2023|344|$23.6M|$581,981|$1.5M|

| 2022|352|$20.9M|$202,427|$1.2M|

## 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|

| CLIFTONLARSONALLEN LLP|Auditor|$11,025|—|$11,025|

### Verified Provider Profiles

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

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $11,025

- **Estimated Expense Ratio:** 0.041% 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|$48,260|—|—|$11,025|—|

| 2023|$94,172|$13,072|—|$16,800|—|

| 2022|$33,341|—|—|—|$10,500|

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