Plan Snapshot
- Plan Sponsor: National Field Representatives, LLC.
- Sponsor EIN: 020451448
- Sponsor Address: P.O. BOX 1440, CLAREMONT, NH, 03743
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 208
- Total Assets: $11.2M
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. |
|---|---|---|---|---|
| 2025 | 208 | $11.2M | $0 | $0 |
| 2024 | 170 | $9.4M | $334,118 | $525,857 |
| 2023 | 180 | $8.3M | $294,426 | $550,074 |
| 2022 | 164 | $8.3M | $292,492 | $512,695 |
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 |
|---|---|---|---|---|
| BDMP ASSURANCE, LLP | Auditor | $13,675 | — | $13,675 |
| TRANSAMERICA LIFE INSURANCE COMPANY | Recordkeeper | $10,167 | — | $10,167 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $23,842
- Estimated Expense Ratio: 0.213% 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 |
|---|---|---|---|---|---|
| 2025 | $584,319 | — | — | $13,675 | — |
| 2024 | $8,890 | — | — | — | — |
| 2023 | $9,425 | — | — | — | — |
| 2022 | $22,207 | $12,500 | — | — | — |