Plan Snapshot
- Plan Sponsor: National Integrated Industries
- Sponsor EIN: 060834545
- Sponsor Address: 1358 THOMASTON AVENUE, WATERBURY, CT, 06704
- Plan Type: 401(k)
- Total Participants: 160
- Total Assets: $17.0M
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 | 160 | $17.0M | $273,803 | $670,879 |
| 2023 | 159 | $15.2M | $268,453 | $643,568 |
| 2022 | 156 | $12.9M | $260,339 | $619,596 |
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 |
|---|---|---|---|---|
| BUDWITZ & MEYERJACK P.C. | 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 | $43,495 | $13,864 | — | — | — |
| 2023 | $37,061 | $12,390 | — | — | — |
| 2022 | $37,168 | — | — | — | — |