Plan Snapshot
- Plan Sponsor: National Outdoor Leadership School
- Sponsor EIN: 830204184
- Sponsor Address: 284 LINCOLN STREET, LANDER, WY, 82520
- Plan Type: 403(b)
- Total Participants: 764
- Total Assets: $19.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 764 | $19.0M | $300,273 | $793,804 |
| 2023 | 822 | $17.2M | $289,141 | $803,710 |
| 2022 | 986 | $15.2M | $245,398 | $714,617 |
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 |
|---|---|---|---|---|
| MCGEE, HEARNE & PAIZ, LLP DBA MHP A | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MCGEE, HEARNE & PAIZ, LLP DBA MHP A — 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 | $14,935 | — | $14,935 | — | — |
| 2023 | $17,108 | — | $17,108 | — | — |
| 2022 | $16,863 | — | $16,863 | — | — |