Plan Snapshot
- Plan Sponsor: National Board Of Boiler And Pressure Vessel Inspectors
- Sponsor EIN: 314262510
- Sponsor Address: 1055 CRUPPER AVENUE, COLUMBUS, OH, 43229
- Plan Type: DB
- Plan Number: 001
- Total Participants: 19
- Total Assets: $21.1M
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 | 19 | $21.1M | $0 | $0 |
| 2023 | 22 | $22.0M | $0 | $0 |
| 2022 | 23 | $22.7M | $0 | $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 |
|---|---|---|---|---|
| MORGAN STANLEY/GRAYSTONE CONSULTING | Investment Advisor | $57,592 | — | $57,592 |
| MORGAN STANLEY SMITH BARNEY LLC | Investment Advisor | $50,562 | — | $50,562 |
| FIRST STATE TRUST | Custodian / Trustee | $38,853 | — | $38,853 |
| AON CONSULTING | Actuary | $9,605 | — | $9,605 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY/GRAYSTONE CONSULTING — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $156,612
- Estimated Expense Ratio: 0.742% 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 | $1,833,893 | — | — | — | — |
| 2023 | $1,727,623 | — | — | — | — |
| 2022 | $1,782,557 | — | — | — | — |