Plan Snapshot
- Plan Sponsor: National Mentor Holdings, LLC
- Sponsor EIN: 043250732
- Sponsor Address: 6600 FRANCE AVENUE SOUTH SUITE 350, EDINA, MN, 55435
- Plan Type: 401(k)
- Total Participants: 38,828
- Total Assets: $347.2M
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 | 38,828 | $347.2M | $7.8M | $34.9M |
| 2023 | 26,985 | $315.6M | $7.5M | $32.2M |
| 2022 | 25,967 | $266.6M | $8.1M | $31.5M |
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 | $57,304 | — | $57,304 |
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: $57,304
- Estimated Expense Ratio: 0.017% 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 | $1,196,726 | $159,464 | — | $57,304 | — |
| 2023 | $846,057 | $138,309 | — | — | — |
| 2022 | $918,347 | $120,762 | — | — | — |