Plan Snapshot
- Plan Sponsor: National Association Of Children'S Hospitals And Related Institutions
- Sponsor EIN: 510120256
- Sponsor Address: 16011 COLLEGE BLVD, LENEXA, KS, 66219
- Plan Type: 403(b)
- Plan Number: 002
- Total Participants: 319
- Total Assets: $40.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 319 | $40.0M | $0 | $0 |
| 2024 | 176 | $38.3M | $0 | $1.6M |
| 2023 | 146 | $34.1M | $0 | $1.5M |
| 2022 | 130 | $30.9M | $0 | $1.4M |
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 |
|---|---|---|---|---|
| TIAA | Other Service Provider | $32,734 | — | $32,734 |
| SB & COMPANY, LLC | Other Service Provider | $20,642 | — | $20,642 |
| CLEARSTEAD ADVISORS, LLC | Other Service Provider | $17,053 | — | $17,053 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $70,429
- Estimated Expense Ratio: 0.176% 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 |
|---|---|---|---|---|---|
| 2025 | $6,035,999 | $17,053 | — | $20,642 | — |
| 2024 | $38,601 | $5,628 | — | $2,076 | — |
| 2023 | $26,435 | — | — | — | — |
| 2022 | $27,297 | — | — | — | — |