Plan Snapshot
- Plan Sponsor: National Corporate Housing, INC.
- Sponsor EIN: 541952304
- Sponsor Address: 8400 EAST CRESCENT PARKWAY, GREENWOOD VILLAGE, CO, 80111
- Plan Type: 401(k)
- Total Participants: 397
- Total Assets: $15.9M
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 | 397 | $15.9M | $441,263 | $1.6M |
| 2023 | 354 | $14.0M | $455,588 | $1.6M |
| 2022 | 352 | $13.6M | $319,661 | $1.5M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $69,138 | — | $69,138 |
| PLANTE MORAN PLLC | AUDITOR | $22,500 | — | $22,500 |
| LPL FINANCIAL | INVESTMENT ADVISOR | $18,000 | — | $18,000 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $7,954 | — | $7,954 |
| PLANTE & MORAN PLLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $117,592
- Estimated Expense Ratio: 0.739% 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 | $117,592 | $25,954 | — | — | — |
| 2023 | $94,406 | $26,936 | — | — | — |
| 2022 | $97,196 | $26,287 | $60,936 | — | $9,973 |