# National Property Management Associates, INC. 401(k) Plan
Source: https://planprovider.pro/companies/national-property-management-a-401k-plan

> National Property Management Associates, INC.'s 401(k) plan: 427 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** National Property Management Associates, INC.

- **Sponsor EIN:** 161443415

- **Sponsor Address:** 4221 NORTH BUFFALO STREET, ORCHARD PARK, NY, 14127

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

- **Total Participants:** 427

- **Total Assets:** $4.1M

## 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|427|$4.1M|$251,512|$463,993|

| 2023|372|$3.9M|$197,648|$396,529|

| 2022|305|$3.4M|$189,495|$414,463|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$22,310|—|$22,310|

| NOTE ADVISORS LLC|ADVISOR|$7,839|—|$7,839|

| JEFFREY L. OFFHAUS CPA, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [JEFFREY L. OFFHAUS CPA, LLC](https://planprovider.pro/provider/jeffrey-l-offhaus-cpa-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $30,149

- **Estimated Expense Ratio:** 0.735% 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|$30,239|$7,929|—|—|—|

| 2023|$22,884|$11,647|—|—|—|

| 2022|$23,065|$13,759|$9,306|—|—|

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