Plan Snapshot
- Plan Sponsor: National Association For Stock Car Auto Racing, LLC
- Sponsor EIN: 590579570
- Sponsor Address: TAX DEPT. 53, DAYTONA BEACH, FL, 321202875
- Plan Type: 401(k)
- Total Participants: 4,912
- Total Assets: $248.0M
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. |
|---|---|---|---|---|
| 2024 | 4,912 | $248.0M | $5.0M | $10.4M |
| 2023 | 5,234 | $223.0M | $4.3M | $9.9M |
| 2022 | 6,140 | $187.0M | $3.9M | $8.8M |
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 |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES INC | Recordkeeper | $183,330 | — | $183,330 |
| SAGE ADVISORY GROUP, LLC | Investment Advisor | $24,063 | — | $24,063 |
| FRAZIER AND DEETER, LLC | Auditor | $10,000 | — | $10,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHWAB RETIREMENT PLAN SERVICES INC — Recordkeeper
- SAGE ADVISORY GROUP, LLC — Investment Advisor
- FRAZIER AND DEETER, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $217,393
- Estimated Expense Ratio: 0.088% 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 | $227,406 | $86,792 | $10,000 | — | — |
| 2023 | $243,071 | $89,595 | $18,500 | — | — |
| 2022 | $255,840 | $87,500 | — | — | $17,088 |