Plan Snapshot
- Plan Sponsor: National Auto Care Corp
- Sponsor EIN: 311115893
- Sponsor Address: 440 POLARIS PARKWAY, SUITE 250, WESTERVILLE, OH, 43082
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 0 | $0 | $0 | $0 |
| 2023 | 255 | $11.6M | $997,177 | $1.9M |
| 2022 | 240 | $7.4M | $417,576 | $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 |
|---|---|---|---|---|
| TRANSAMERICA FINANCIAL LIFE INSURAN | RECORDKEEPER | $59,662 | — | $59,662 |
| MERRILL LYNCH | BROKER | $45,552 | — | $45,552 |
| WILLIAMS BENATOR & LIBBY, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA FINANCIAL LIFE INSURAN — RECORDKEEPER
- MERRILL LYNCH — BROKER
- WILLIAMS BENATOR & LIBBY, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $105,214
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 | $19,805 | $9,278 | — | — | — |
| 2023 | $52,607 | $22,776 | — | — | — |
| 2022 | $38,227 | $17,337 | — | — | — |