Plan Snapshot
- Plan Sponsor: National Investment Services Of America, LLC
- Sponsor EIN: 843937993
- Sponsor Address: 777 E WISCONSIN AVENUE, SUITE 2350, MILWAUKEE, WI, 53202
- Plan Type: 401(k)
- Total Participants: 37
- Total Assets: $23.0M
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 | 37 | $23.0M | $327,584 | $649,791 |
| 2023 | 35 | $25.2M | $310,566 | $607,013 |
| 2022 | 36 | $21.1M | $304,851 | $596,612 |