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)
- Total Participants: 171
- Total Assets: $7.3M
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. |
|---|---|---|---|---|
| 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 | ADVISOR | $33,797 | — | $33,797 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $14,967 | — | $14,967 |
| NEFF SAMMONS AND JOHNSON | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CREATIVE PLANNING LLC — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $48,764
- Estimated Expense Ratio: 0.671% 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 | $48,764 | $33,797 | — | — | — |
| 2023 | $32,455 | $25,643 | — | — | — |
| 2022 | $2,185,892 | — | $45,006 | — | — |