# National Consumer Cooperative Bank 401(k) Plan
Source: https://planprovider.pro/companies/national-consumer-cooperative-bank-401k-plan

> National Consumer Cooperative Bank's 401(k) plan: 343 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** National Consumer Cooperative Bank

- **Sponsor EIN:** 521157795

- **Sponsor Address:** 2011 CRYSTAL DRIVE, ARLINGTON, VA, 22202

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

- **Total Participants:** 343

- **Total Assets:** $156.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|343|$156.1M|$3.4M|$3.6M|

| 2023|327|$135.7M|$2.7M|$3.7M|

| 2022|337|$115.2M|$3.3M|$3.5M|

## 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|

| STRATEGIC ADVISORS, INC.|ADVISOR|$46,192|—|$46,192|

| 401K ADVISORS INC.|PLAN ADMINISTRATOR|$43,500|—|$43,500|

| COUNCILOR, BUCHANAN & MITCHELL, P.|PLAN ADMINISTRATOR|$32,000|—|$32,000|

### Verified Provider Profiles

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

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [401K ADVISORS INC.](https://planprovider.pro/provider/accelerate-retirement) — PLAN ADMINISTRATOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $121,692

- **Estimated Expense Ratio:** 0.078% 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|$58,684|$46,192|—|$32,000|—|

| 2023|$55,869|$43,223|—|—|—|

| 2022|$29,540|$38,837|—|—|—|

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