Plan Snapshot
- Plan Sponsor: National Bankruptcy Services, LLC
- Sponsor EIN: 752851685
- Sponsor Address: 14841 DALLAS PARKWAY, STE 300, DALLAS, TX, 75254
- Plan Type: 401(k)
- Total Participants: 156
- Total Assets: $4.7M
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 | 156 | $4.7M | $0 | $359,449 |
| 2023 | 180 | $4.2M | $0 | $386,972 |
| 2022 | 164 | $3.7M | $0 | $334,831 |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $30,638 | — | $30,638 |
| GLOBAL RETIREMENT PARTNERS LLC | ADVISOR | $12,615 | — | $12,615 |
| PRICEKUBECKA, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- GLOBAL RETIREMENT PARTNERS LLC — ADVISOR
- PRICEKUBECKA, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $43,253
- Estimated Expense Ratio: 0.921% 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 | $43,253 | $12,615 | — | — | — |
| 2023 | $40,103 | $12,601 | — | — | — |
| 2022 | $41,049 | — | — | — | — |