# National Collegiate Inventors & Innovators Alliance, INC. 403(b) Plan
Source: https://planprovider.pro/companies/national-collegiate-inventors-innovators-alliance-inc-403b-plan

> National Collegiate Inventors & Innovators Alliance, INC.'s 403(b) plan: 132 participants, plan year 2025 financials, providers, and benchmarks from Form 550…

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** National Collegiate Inventors & Innovators Alliance, INC.

- **Sponsor EIN:** 421727335

- **Sponsor Address:** 100 VENTURE WAY, HADLEY, MA, 01035

- **Plan Type:** 403(b)

- **Total Participants:** 132

- **Total Assets:** $16.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **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.|

| 2025|132|$16.1M|$0|$0|

| 2024|145|$11.5M|$0|$0|

| 2023|148|$8.7M|$827,959|$586,294|

## 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|

| CARON & BLETZER, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CARON & BLETZER, PLLC](https://planprovider.pro/provider/caron-bletzer) — 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|

| 2025|$39,683|—|$39,683|—|—|

| 2024|$28,888|—|$28,888|—|—|

| 2023|—|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/national-collegiate-inventors-innovators-alliance-inc-403b-plan)

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