Plan Snapshot
- Plan Sponsor: National Convenience Distributors, LLC
- Sponsor EIN: 471128020
- Sponsor Address: 21 BANFI PLAZA, FARMINGDALE, NY, 11735
- Plan Type: 401(k)
- Total Participants: 993
- Total Assets: $39.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 993 | $39.2M | $844,312 | $3.3M |
| 2023 | 907 | $34.7M | $1.0M | $3.0M |
| 2022 | 821 | $29.4M | $889,131 | $2.7M |
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 |
|---|---|---|---|---|
| MEYERS BROTHERS KALICKA, P.C. | Auditor | — | — | $0 |
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 |
|---|---|---|---|---|---|
| 2024 | $270,770 | $71,253 | $139,121 | — | — |
| 2023 | $225,455 | — | $225,455 | — | — |
| 2022 | $219,227 | — | — | — | $219,227 |