Plan Snapshot
- Plan Sponsor: National Cable Communications LLC (Dba Ampersand)
- Sponsor EIN: 043259154
- Sponsor Address: 151 WEST 42ND STREET 11TH FLOOR, NEW YORK, NY, 10036
- Plan Type: 401(k)
- Total Participants: 529
- Total Assets: $178.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 529 | $178.7M | $2.9M | $6.7M |
| 2023 | 559 | $165.5M | $3.1M | $7.0M |
| 2022 | 606 | $137.1M | $3.0M | $7.1M |
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 |
|---|---|---|---|---|
| SENTINEL PENSION ADVISORS INC | Investment Advisor | $50,000 | — | $50,000 |
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $38,622 | — | $38,622 |
| STRATEGIC ADVISORS, INC. | Investment Advisor | $32,153 | — | $32,153 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SENTINEL PENSION ADVISORS INC — Investment Advisor
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
- STRATEGIC ADVISORS, INC. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $120,775
- Estimated Expense Ratio: 0.068% 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 | $119,022 | $82,154 | $1,200 | — | — |
| 2023 | $83,735 | $73,883 | — | — | — |
| 2022 | $82,265 | $15,892 | — | — | — |