Plan Snapshot
- Plan Sponsor: National Distributing Company, INC.
- Sponsor EIN: 580516238
- Sponsor Address: ONE NATIONAL DRIVE, ATLANTA, GA, 30336
- Plan Type: 401(k)
- Total Participants: 749
- Total Assets: $95.9M
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 | 749 | $95.9M | $1.7M | $4.5M |
| 2023 | 766 | $92.5M | $2.1M | $5.0M |
| 2022 | 795 | $82.4M | $1.9M | $5.2M |
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 | NONE | $81,762 | — | $81,762 |
| EMPOWER ADVISORY GROUP, LLC | NONE | $13,431 | — | $13,431 |
| LCG ASSOCIATES INC | NONE | $9,000 | — | $9,000 |
| WINDHAM BRANNON LLC | NONE | $6,500 | — | $6,500 |
| WINDHAM BRRANNON, LLC | Auditor | $6,500 | — | $6,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WINDHAM BRRANNON, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $117,193
- Estimated Expense Ratio: 0.122% 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 | $86,300 | $22,431 | — | $6,500 | — |
| 2023 | $72,335 | $18,981 | — | $6,000 | — |
| 2022 | $69,499 | $17,052 | — | — | $5,800 |