Plan Snapshot
- Plan Sponsor: National Math And Science Initiative, INC.
- Sponsor EIN: 113769438
- Sponsor Address: 3120 SOUTHWEST FREEWAY, SUITE 101 P, HOUSTON, TX, 77098
- Plan Type: 401(k)
- Total Participants: 199
- Total Assets: $11.0M
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 | 199 | $11.0M | $378,298 | $544,548 |
| 2023 | 231 | $9.5M | $404,656 | $573,112 |
| 2022 | 356 | $8.3M | $414,294 | $603,035 |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — Auditor
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 | $49,925 | $25,360 | — | — | — |
| 2023 | $43,945 | $21,610 | — | — | — |
| 2022 | $32,597 | — | $32,597 | — | — |