Plan Snapshot
- Plan Sponsor: National Center For Families Learning, INC.
- Sponsor EIN: 611159549
- Sponsor Address: 325 WEST MAIN STREET, SUITE 300, LOUISVILLE, KY, 402024237
- Plan Type: DC
- Total Participants: 61
- Total Assets: $6.3M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 61 | $6.3M | $233,866 | $182,331 |
| 2023 | 57 | $5.9M | $213,896 | $152,368 |
| 2022 | 48 | $5.1M | $159,538 | $130,605 |
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 |
|---|---|---|---|---|
| CHERRY BEKAERT LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $50 | — | — | — | — |
| 2023 | $75 | — | — | — | — |
| 2022 | $50 | — | — | — | — |