# National Rural Letter Carriers' Association 401(k) Plan
Source: https://planprovider.pro/companies/national-rural-letter-carriers-association-401k-plan

> National Rural Letter Carriers' Association's 401(k) plan: 367 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** National Rural Letter Carriers' Association

- **Sponsor EIN:** 530116149

- **Sponsor Address:** 1630 DUKE STREET, ALEXANDRIA, VA, 223143465

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

- **Total Participants:** 367

- **Total Assets:** $10.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|367|$10.2M|$208,158|$904,198|

| 2023|370|$9.6M|$218,251|$959,624|

| 2022|371|$7.6M|$168,855|$854,181|

## 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|

| CBIZ CPA PC|Auditor|—|—|$0|

## 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|$1,686|—|$1,686|—|—|

| 2023|$12,920|—|$12,920|—|—|

| 2022|$6,807|$6,807|—|—|—|

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