# National Custom Corporate Services, INC. 401(k) Plan
Source: https://planprovider.pro/companies/national-custom-corporate-services-inc-401k-plan

> National Custom Corporate Services, INC.'s 401(k) plan: 350 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## 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|—|—|—|—|—|

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