Plan Snapshot
- Plan Sponsor: National Guard Products, INC.
- Sponsor EIN: 620306160
- Sponsor Address: 4985 E RAINES RD, MEMPHIS, TN, 38118
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 546
- Total Assets: $21.3M
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. |
|---|---|---|---|---|
| 2025 | 546 | $21.3M | $0 | $0 |
| 2024 | 400 | $19.0M | $785,922 | $1.5M |
| 2023 | 394 | $15.6M | $740,646 | $1.4M |
| 2022 | 445 | $12.9M | $708,257 | $1.3M |
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 |
|---|---|---|---|---|
| DUNCAN WILLIAMS ASSET MANAGEMENT | Investment Advisor | $37,661 | — | $37,661 |
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $7,250 | — | $7,250 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $44,911
- Estimated Expense Ratio: 0.210% 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 | $3,142,058 | $37,661 | — | — | — |
| 2024 | $41,550 | $32,547 | — | — | — |
| 2023 | $38,102 | $26,432 | — | — | — |
| 2022 | $36,986 | — | — | — | — |