# National Checking Company 401(k) Plan
Source: https://planprovider.pro/companies/national-checking-company-410433050-001

> National Checking Company's 401(k) plan: 183 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** National Checking Company

- **Sponsor EIN:** 410433050

- **Sponsor Address:** 899 MONTREAL CIRCLE, ST. PAUL, MN, 55102

- **Plan Type:** 401(k)

- **Plan Number:** 001

- **Total Participants:** 183

- **Total Assets:** $24.8M

## 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:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|183|$24.8M|$589,086|$1.3M|

| 2023|170|$28.6M|$517,735|$1.1M|

| 2022|156|$23.8M|$501,509|$978,419|

## 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|

| CAPITAL MANAGEMENT ASSOCIATES INC|Investment Advisor|$52,182|—|$52,182|

| CAPITAL GROUP RETIREMENT PLAN SERVI|Recordkeeper|$8,600|—|$8,600|

| THE ANGELL PENSION GROUP INC|Recordkeeper|$5,250|—|$5,250|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $66,032

- **Estimated Expense Ratio:** 0.266% 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|$60,007|—|—|—|—|

| 2023|$5,110|—|—|—|—|

| 2022|$2,495|—|—|—|$2,495|

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