# National Council On Aging, INC. 403(b) Plan
Source: https://planprovider.pro/companies/national-council-on-aging-inc-plan

> National Council On Aging, INC.'s 403(b) plan: 95 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** National Council On Aging, INC.

- **Sponsor EIN:** 131932384

- **Sponsor Address:** 251 18TH STREET SOUTH SUITE 500, ARLINGTON, VA, 22202

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

- **Total Participants:** 95

- **Total Assets:** $14.7M

## 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.|

| 2024|95|$14.7M|$653,643|$827,124|

| 2023|98|$14.5M|$596,163|$838,860|

| 2022|84|$12.0M|$489,184|$750,254|

## 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|

| PBMARES, LLP|Auditor|$29,194|—|$29,194|

| RETIREMENT PLANOLOGY INC|INVESTMENT ADVISOR|$27,750|—|$27,750|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$13,555|—|$13,555|

### Verified Provider Profiles

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

- [PBMARES, LLP](https://planprovider.pro/provider/pbmares-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $70,499

- **Estimated Expense Ratio:** 0.479% 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|$42,749|—|$13,555|$29,194|—|

| 2023|$37,906|$25,561|$12,345|—|—|

| 2022|$34,807|$23,768|$10,964|—|—|

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