Plan Snapshot
- Plan Sponsor: National Household Employer Association
- Sponsor EIN: 562623004
- Sponsor Address: 7 EXECUTIVE PARK DRIVE, CLIFTON PARK, NY, 12065
- Plan Type: 401(k)
- Total Participants: 136
- Total Assets: $5.6M
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. |
|---|---|---|---|---|
| 2024 | 136 | $5.6M | $277,032 | $877,372 |
| 2023 | 160 | $4.4M | $263,711 | $708,890 |
| 2022 | 137 | $3.3M | $291,869 | $776,433 |
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 |
|---|---|---|---|---|
| WOJESKI & COMPANY CPAS, PC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $51,586 | $36,968 | $14,618 | — | — |
| 2023 | $39,545 | $27,068 | $12,477 | — | — |
| 2022 | $32,183 | $20,947 | — | — | $11,236 |