Plan Snapshot
- Plan Sponsor: National Retail Transportation, INC.
- Sponsor EIN: 222250997
- Sponsor Address: 2820 16TH STREET, NORTH BERGEN, NJ, 07047
- Plan Type: DC
- Total Participants: 435
- Total Assets: $3.8M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 435 | $3.8M | $689,645 | $301,835 |
| 2023 | 410 | $2.6M | $578,441 | $229,231 |
| 2022 | 360 | $1.7M | $411,115 | $69,026 |
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 |
|---|---|---|---|---|
| NATIONWIDE INSURANCE | RECORDKEEPER | $29,277 | — | $29,277 |
| INTAC | TPA | $3,365 | $5,659 | $9,024 |
| CITRIN COOPERMAN & COMPANY, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NATIONWIDE INSURANCE — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $38,301
- Estimated Expense Ratio: 1.021% 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 | $4,170 | — | $4,170 | — | — |
| 2023 | $27,277 | — | $27,277 | — | — |
| 2022 | $3,005 | — | $3,005 | — | — |