Plan Snapshot
- Plan Sponsor: National Church Residences,INC.
- Sponsor EIN: 310651750
- Sponsor Address: 2335 NORTH BANK DRIVE, COLUMBUS, OH, 43220
- Plan Type: 401(k)
- Total Participants: 2,496
- Total Assets: $59.9M
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 | 2,496 | $59.9M | $6.8M | $0 |
| 2023 | 2,240 | $55.1M | $7.1M | $0 |
| 2022 | 2,336 | $45.7M | $7.2M | $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 |
|---|---|---|---|---|
| PLANTE & MORAN, PLLC | Auditor | $7,900 | — | $7,900 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PLANTE & MORAN, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $7,900
- Estimated Expense Ratio: 0.013% 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 | $206,066 | $37,500 | $160,666 | $7,900 | — |
| 2023 | $187,069 | $37,500 | $138,317 | — | — |
| 2022 | $137,524 | — | $137,524 | — | — |