# National Mentor Holdings, LLC 401(k) Plan
Source: https://planprovider.pro/companies/national-mentor-holdings-llc-401k-plan

> National Mentor Holdings, LLC's 401(k) plan: 38,828 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|—|

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