Plan Snapshot
- Plan Sponsor: National Association Of State Boards Of Accountancy, INC.
- Sponsor EIN: 133448166
- Sponsor Address: 150 FOURTH AVE N., STE 700, NASHVILLE, TN, 37219
- Plan Type: 401(k)
- Total Participants: 139
- Total Assets: $28.5M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 139 | $28.5M | $636,313 | $654,269 |
| 2023 | 123 | $23.9M | $607,754 | $584,473 |
| 2022 | 115 | $20.2M | $591,764 | $537,815 |
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 |
|---|---|---|---|---|
| LBMC, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LBMC, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $3,838 | — | $300 | — | — |
| 2023 | $2,737 | — | — | — | — |
| 2022 | $6,679 | — | — | — | — |