Plan Snapshot
- Plan Sponsor: National Christian Charitable Foundation, INC.
- Sponsor EIN: 581493949
- Sponsor Address: 1150 SANCTUARY PARKWAY SUITE 350, ALPHARETTA, GA, 300094736
- Plan Type: 401(k)
- Total Participants: 269
- Total Assets: $24.3M
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 | 269 | $24.3M | $1.1M | $2.6M |
| 2023 | 259 | $18.9M | $1.1M | $2.2M |
| 2022 | 222 | $14.1M | $826,840 | $1.7M |
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 |
|---|---|---|---|---|
| NFP RETIREMENT INC. | INVESTMENT ADVISORY | $65,836 | — | $65,836 |
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $48,373 | — | $48,373 |
| APRIO, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NFP RETIREMENT INC. — INVESTMENT ADVISORY
- APRIO, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $114,209
- Estimated Expense Ratio: 0.470% 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 | $114,209 | $65,836 | $48,373 | — | — |
| 2023 | $73,079 | $38,270 | $34,809 | — | — |
| 2022 | $64,098 | $33,732 | $30,366 | — | — |