Plan Snapshot
- Plan Sponsor: National Capitol Contracting, LLC
- Sponsor EIN: 223863092
- Sponsor Address: 7921 JONES BRANCH DR STE 300, MC LEAN, VA, 22102
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 184
- Total Assets: $8.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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. |
|---|---|---|---|---|
| 2025 | 184 | $8.2M | $0 | $0 |
| 2024 | 171 | $7.3M | $287,106 | $643,133 |
| 2023 | 152 | $5.8M | $237,483 | $575,060 |
| 2022 | 90 | $4.2M | $177,578 | $471,367 |
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 |
|---|---|---|---|---|
| CREATIVE PLANNING LLC | Investment Advisor | $38,260 | — | $38,260 |
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $18,299 | — | $18,299 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $56,559
- Estimated Expense Ratio: 0.686% 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 |
|---|---|---|---|---|---|
| 2025 | $1,211,505 | $38,260 | — | — | — |
| 2024 | $48,764 | $33,797 | — | — | — |
| 2023 | $32,455 | $25,643 | — | — | — |
| 2022 | $2,185,892 | — | — | — | — |