Plan Snapshot
- Plan Sponsor: National Association Of Secondary School Principals
- Sponsor EIN: 526006937
- Sponsor Address: 1904 ASSOCIATION DRIVE, RESTON, VA, 20191
- Plan Type: 403(b)
- Total Participants: 63
- Total Assets: $17.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 63 | $17.5M | $404,235 | $698,300 |
| 2023 | 67 | $15.8M | $385,503 | $711,954 |
| 2022 | 62 | $14.2M | $346,040 | $672,286 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $27,608 | — | $27,608 |
| MMLIS | BROKER | — | $20,927 | $20,927 |
| CLIFTON LARSON ALLEN, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTON LARSON ALLEN, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $48,535
- Estimated Expense Ratio: 0.277% 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 | $33,099 | $4,666 | — | — | — |
| 2023 | $23,894 | $1,860 | — | — | — |
| 2022 | $37,329 | — | $36,524 | — | — |