Plan Snapshot
- Plan Sponsor: The National Center For Construction Education And Research, Ltd
- Sponsor EIN: 541779583
- Sponsor Address: 13614 PROGRESS BOULEVARD, ALACHUA, FL, 32615
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 0
- Total Assets: $0
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 | 0 | $0 | $0 | $0 |
| 2024 | 119 | $10.0M | $1.0M | $659,756 |
| 2023 | 116 | $8.6M | $819,446 | $522,224 |
| 2022 | 111 | $6.7M | $627,378 | $416,247 |
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 |
|---|---|---|---|---|
| MERRILL LYNCH - EPS | Investment Advisor | $17,213 | — | $17,213 |
| MERRILL LYNCH - FAS | Investment Advisor | $11,988 | — | $11,988 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $29,201
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 | $1,435,329 | $29,200 | $16,286 | — | — |
| 2024 | $47,924 | $33,314 | $14,436 | — | — |
| 2023 | $47,267 | $27,098 | $20,169 | — | — |
| 2022 | $743,357 | — | — | — | — |