Plan Snapshot
- Plan Sponsor: National Multiple Sclerosis Society
- Sponsor EIN: 135661935
- Sponsor Address: 733 THIRD AVE 3RD FLOOR, NEW YORK, NY, 10017
- Plan Type: 401(k)
- Total Participants: 701
- Total Assets: $94.6M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 701 | $94.6M | $2.2M | $5.0M |
| 2023 | 846 | $91.0M | $2.3M | $5.0M |
| 2022 | 787 | $76.6M | $2.0M | $4.4M |
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 |
|---|---|---|---|---|
| GRANT THORNTON LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GRANT THORNTON 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 | $225,515 | $135,000 | — | — | — |
| 2023 | $355,670 | $135,000 | — | — | — |
| 2022 | $402,128 | $341,820 | $10,052 | — | — |