Plan Snapshot
- Plan Sponsor: National Maintenance & Repair, INC.
- Sponsor EIN: 311235309
- Sponsor Address: PO BOX 534, SOUTH POINT, OH, 456800534
- Plan Type: 401(k)
- Total Participants: 85
- Total Assets: $5.1M
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 | 85 | $5.1M | $79,052 | $212,670 |
| 2023 | 93 | $5.0M | $72,172 | $211,647 |
| 2022 | 95 | $5.1M | $78,025 | $220,243 |
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 |
|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | SERVICE PROVIDER | — | $8,658 | $8,658 |
| KELLEY GALLOWAY SMITH GOOLSBY, PSC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GLOBAL RETIREMENT PARTNERS — SERVICE PROVIDER
- KELLEY GALLOWAY SMITH GOOLSBY, PSC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $8,658
- Estimated Expense Ratio: 0.171% 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 | $5,440 | $3,340 | $1,900 | — | — |
| 2023 | $4,619 | $3,169 | $550 | — | — |
| 2022 | $4,896 | — | $4,896 | — | — |