# National Heritage Academies, INC. 401(k) Plan
Source: https://planprovider.pro/companies/national-heritage-academies-inc-401k-plan

> National Heritage Academies, INC.'s 401(k) plan: 6,715 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** National Heritage Academies, INC.

- **Sponsor EIN:** 383244019

- **Sponsor Address:** 3850 BROADMOOR SE, GRAND RAPIDS, MI, 49512

- **Plan Type:** 401(k)

- **Total Participants:** 6,715

- **Total Assets:** $307.3M

## 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|6,715|$307.3M|$8.6M|$23.3M|

| 2023|6,719|$265.3M|$8.1M|$21.7M|

| 2022|6,534|$216.4M|$7.5M|$20.3M|

## 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|

| JOHN HANCOCK|RETAINED BY EMPLOYER|$795,025|—|$795,025|

| STIEFEL NICOLAUS & COMPANY, INC.|RETAINED BY PLAN SPONSOR|$82,000|—|$82,000|

| HUNGERFORD NICHOLS|RETAINED BY PLAN SPONSOR|$11,900|—|$11,900|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [JOHN HANCOCK](https://planprovider.pro/provider/john-hancock) — RETAINED BY EMPLOYER

- [STIEFEL NICOLAUS & COMPANY, INC.](https://planprovider.pro/provider/stifel-nicolaus-and-company-incorporated) — RETAINED BY PLAN SPONSOR

- [HUNGERFORD NICHOLS](https://planprovider.pro/provider/hungerford-nichols) — RETAINED BY PLAN SPONSOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $888,925

- **Estimated Expense Ratio:** 0.289% 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|$888,925|$91,665|$785,360|$11,900|—|

| 2023|$873,838|$83,706|$778,332|$11,800|—|

| 2022|$811,545|$82,000|$714,545|—|$15,000|

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