# National Oak Distributors, INC. 401(k) Plan
Source: https://planprovider.pro/companies/national-oak-distributors-inc-401k-plan

> National Oak Distributors, INC.'s 401(k) plan: 373 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** National Oak Distributors, INC.

- **Sponsor EIN:** 953180805

- **Sponsor Address:** P.O. BOX 24631, WEST PALM BEACH, FL, 33416

- **Plan Type:** 401(k)

- **Total Participants:** 373

- **Total Assets:** $19.3M

## 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|373|$19.3M|$385,327|$1.5M|

| 2023|379|$17.0M|$399,538|$1.5M|

| 2022|414|$14.0M|$321,462|$1.3M|

## 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|

| TEMPLETON & COMPANY, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [TEMPLETON & COMPANY, LLP](https://planprovider.pro/provider/templeton-and-company-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|$30,662|$18,000|—|—|—|

| 2023|$29,320|$18,000|$300|—|—|

| 2022|$25,975|—|—|—|—|

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