Plan Snapshot
- Plan Sponsor: National Center On Institutions & Alternatives, INC.
- Sponsor EIN: 521094078
- Sponsor Address: 7130 RUTHERFORD ROAD, BALTIMORE, MD, 21244
- Plan Type: 403(b)
- Total Participants: 472
- Total Assets: $8.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 472 | $8.3M | $0 | $0 |
| 2023 | 422 | $6.8M | $0 | $0 |
| 2022 | 490 | $5.4M | $0 | $0 |
| 2021 | 418 | $5.8M | $0 | $0 |
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 |
|---|---|---|---|---|
| ELLIN AND TUCKER | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ELLIN AND TUCKER — Auditor
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 | $77,769 | — | $77,769 | — | — |
| 2023 | $42,507 | — | $42,507 | — | — |
| 2022 | $42,625 | — | $42,625 | — | — |
| 2021 | $40,153 | — | $40,153 | — | — |