Plan Snapshot
- Plan Sponsor: National Custom Corporate Services, INC.
- Sponsor EIN: 270594306
- Sponsor Address: 3015 WINDWARD PLAZA, SUITE 200, ALPHARETTA, GA, 30005
- Plan Type: 401(k)
- Total Participants: 350
- Total Assets: $6.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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. |
|---|---|---|---|---|
| 2023 | 350 | $6.6M | $341,362 | $771,067 |
| 2022 | 218 | $6.4M | $317,562 | $717,431 |
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 | RECORDKEEPER | $69,460 | — | $69,460 |
| HA & W WEALTH MANAGEMENT LLC | INVESTMENT ADVISOR | $27,410 | — | $27,410 |
| HA&W BENEFIT ADVISORS, LLC | CONTRACT ADMIN | $3,526 | $5,790 | $9,316 |
| MOORE COLSON | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $106,186
- Estimated Expense Ratio: 1.620% 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 |
|---|---|---|---|---|---|
| 2023 | $50,198 | $13,705 | $1,763 | — | — |
| 2022 | — | — | — | — | — |