Plan Snapshot
- Plan Sponsor: National Shunt Service LLC
- Sponsor EIN: 464409729
- Sponsor Address: 6375 RIVERSIDE DR, DUBLIN, OH, 43017
- Plan Type: 401(k)
- Total Participants: 345
- Total Assets: $1.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 345 | $1.6M | $126,910 | $326,938 |
| 2023 | 317 | $1.3M | $135,009 | $371,014 |
| 2022 | 239 | $829,000 | $109,551 | $304,055 |
| 2019 | 70 | $252,097 | $30,639 | $73,884 |
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 |
|---|---|---|---|---|
| PEASE BELL CPAS LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PEASE BELL CPAS LLC — 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 | $10,305 | — | — | — | — |
| 2023 | $4,197 | — | $4,197 | — | — |
| 2022 | $2,574 | — | $2,574 | — | — |
| 2019 | — | — | — | — | — |