Plan Snapshot
- Plan Sponsor: National Conference Of Bar Examiners
- Sponsor EIN: 362472009
- Sponsor Address: 302 SOUTH BEDFORD STREET, MADISON, WI, 53703
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 178
- Total Assets: $31.3M
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|---|---|---|---|
| 2025 | 178 | $31.3M | $0 | $0 |
| 2024 | 154 | $27.1M | $1.1M | $1.6M |
| 2023 | 143 | $24.2M | $876,002 | $1.4M |
| 2022 | 130 | $19.3M | $742,030 | $1.3M |
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 |
|---|---|---|---|---|
| NORTHWESTERN MUTUAL INVESTMENT SVCS | Investment Advisor | — | $49,606 | $49,606 |
| WORLD INVESTMENT ADVISORS LLC | Investment Advisor | $8,755 | — | $8,755 |
| NOVA 401(K) ASSOCIATES | Other Service Provider | $5,674 | — | $5,674 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $64,035
- Estimated Expense Ratio: 0.205% 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 |
|---|---|---|---|---|---|
| 2025 | $3,164,342 | — | $2,182 | — | — |
| 2024 | $1,095 | — | $1,095 | — | — |
| 2023 | $715 | — | $715 | — | — |
| 2022 | $1,100 | — | $1,100 | — | — |