# National Asset Direct 401(k) Plan
Source: https://planprovider.pro/companies/national-asset-direct-inc-401k-plan

> National Asset Direct's 401(k) plan: 110 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** National Asset Direct

- **Sponsor EIN:** 205621587

- **Sponsor Address:** 10815 RANCHO BERNARDO RD STE 230, SAN DIEGO, CA, 921272189

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

- **Total Participants:** 110

- **Total Assets:** $6.4M

## 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.|

| 2023|110|$6.4M|$0|$324,060|

| 2022|107|$6.6M|$0|$570,846|

## 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|

| MERRILL LYNCH, PIERCE FENNER|INVESTMENT ADVISORY PLAN|$40,874|—|$40,874|

| WEWORSKI & ASSOCIATES|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [WEWORSKI & ASSOCIATES](https://planprovider.pro/provider/weworski-and-associates) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $40,874

- **Estimated Expense Ratio:** 0.642% 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|

| 2023|$39,548|$20,437|$18,151|—|—|

| 2022|$48,372|$22,026|$26,346|—|—|

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