Plan Snapshot
- Plan Sponsor: National Fire Protection Association
- Sponsor EIN: 041653090
- Sponsor Address: 1 BATTERYMARCH PARK, QUINCY, MA, 02169
- Plan Type: DB
- Total Participants: 146
- Total Assets: $106.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 146 | $106.3M | $0 | $0 |
| 2023 | 157 | $107.8M | $0 | $0 |
| 2022 | 164 | $102.7M | $2.8M | $0 |
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 |
|---|---|---|---|---|
| WELLINGTON TRUST | Other Service Provider | $128,759 | — | $128,759 |
| PRINCIPAL TRUST COMPANY | Custodian / Trustee | $102,401 | — | $102,401 |
| NEPC, LLC | Recordkeeper | $60,957 | — | $60,957 |
| USI CONSULTING GROUP | Other Service Provider | $27,500 | — | $27,500 |
| LOOMIS SAYLES | Other Service Provider | $26,642 | — | $26,642 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRINCIPAL TRUST COMPANY — Custodian / Trustee
- NEPC, LLC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $346,259
- Estimated Expense Ratio: 0.326% 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 | $419,450 | $221,019 | — | — | — |
| 2023 | $411,899 | $147,648 | $210,692 | — | — |
| 2022 | $329,212 | $162,112 | $130,514 | — | — |