Plan Snapshot
- Plan Sponsor: National Automatic Sprinkler Industry Pension Fund Jt Board Of Trustee
- Sponsor EIN: 526054620
- Sponsor Address: 8000 CORPORATE DRIVE, LANDOVER, MD, 207852239
- Plan Type: DB
- Total Participants: 16,773
- Total Assets: $4.8B
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 16,773 | $4.8B | $226.5M | $0 |
| 2023 | 15,964 | $4.5B | $210.4M | $0 |
| 2022 | 15,047 | $4.3B | $194.8M | $0 |
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 |
|---|---|---|---|---|
| J.P. MORGAN INVESTMENT MANAGEMENT | Recordkeeper | $21,027,599 | — | $21,027,599 |
| COMERICA | Other Service Provider | $373,328 | — | $373,328 |
| ASB CAPITAL MANAGEMENT LLC | Other Service Provider | $353,513 | — | $353,513 |
| O'DONOGHUE & O'DONOGHUE LLP | Other Service Provider | $343,896 | — | $343,896 |
| THE SEGAL COMPANY, INC | Other Service Provider | $287,143 | — | $287,143 |
| CALIBRE CPA GROUP, PLLC | Auditor | $236,871 | — | $236,871 |
| INVESTMENT PERFORMANCE SERVICES LLC | Other Service Provider | $200,000 | — | $200,000 |
| BASYS, INC. | Other Service Provider | $150,538 | — | $150,538 |
| JOHN EGER | Recordkeeper | $141,288 | — | $141,288 |
| CONGRESS ASSET MGMT. CO. | Other Service Provider | $107,274 | — | $107,274 |
| JOHN PEDRON | Recordkeeper | $81,064 | — | $81,064 |
| ANNA BOSMANS | Recordkeeper | $79,871 | — | $79,871 |
| BFI PRINTING AND MAILING | Other Service Provider | $74,394 | — | $74,394 |
| TEISHA PRICE | Recordkeeper | $68,077 | — | $68,077 |
| NIXON PEABODY, LLP | ERISA Attorney | $63,893 | — | $63,893 |
| KELLY BOWDEN | Recordkeeper | $60,220 | — | $60,220 |
| TAKIA SIMS | Recordkeeper | $60,220 | — | $60,220 |
| JAMIE WINEGARDNER | Recordkeeper | $49,250 | — | $49,250 |
| AVISON YOUNG | Other Service Provider | $41,553 | — | $41,553 |
| SEGAL SELECT INSURANCE SERVICES | Other Service Provider | — | $39,177 | $39,177 |
| NEIL WHITE | Recordkeeper | $36,905 | — | $36,905 |
| NATHANIEL DAVIS | Recordkeeper | $30,390 | — | $30,390 |
| IRON MOUNTAIN | Other Service Provider | $22,520 | — | $22,520 |
| NTIVA, INC | Other Service Provider | $18,090 | — | $18,090 |
| NAVIA BENEFIT SOLUTIONS | Other Service Provider | $17,766 | — | $17,766 |
| CHANGE HEALTHCARE OPERATIONS | Other Service Provider | $15,978 | — | $15,978 |
| ENTRUST PARTNERS OFFSHORE LP-SOF | Other Service Provider | $6,566 | — | $6,566 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- J.P. MORGAN INVESTMENT MANAGEMENT — Recordkeeper
- CALIBRE CPA GROUP, PLLC — Auditor
- JOHN EGER — Recordkeeper
- JOHN PEDRON — Recordkeeper
- ANNA BOSMANS — Recordkeeper
- TEISHA PRICE — Recordkeeper
- NIXON PEABODY, LLP — ERISA Attorney
- KELLY BOWDEN — Recordkeeper
- TAKIA SIMS — Recordkeeper
- JAMIE WINEGARDNER — Recordkeeper
- NEIL WHITE — Recordkeeper
- NATHANIEL DAVIS — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $23,987,384
- Estimated Expense Ratio: 0.503% 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 | $29,468,088 | $22,748,834 | — | $157,370 | — |
| 2023 | $26,876,944 | $22,581,409 | — | — | — |
| 2022 | $28,130,874 | $24,190,377 | — | — | $835,671 |