Plan Snapshot
- Plan Sponsor: National Spine And Pain Centers, LLC
- Sponsor EIN: 453202081
- Sponsor Address: 5280 CORPORATE DR STE 250-C, FREDERICK, MD, 21703
- Plan Type: 401(k)
- Total Participants: 886
- Total Assets: $69.0M
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 | 886 | $69.0M | $2.7M | $4.9M |
| 2023 | 1,025 | $62.9M | $3.6M | $6.0M |
| 2022 | 1,126 | $52.3M | $3.4M | $6.2M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $155,531 | — | $155,531 |
| CREATIVE PLANNING, LLC | Investment Advisor | $83,103 | $29 | $83,132 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CREATIVE PLANNING, LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $238,663
- Estimated Expense Ratio: 0.346% 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 | $238,634 | $83,103 | $155,531 | — | — |
| 2023 | $220,115 | $79,099 | $141,016 | — | — |
| 2022 | $197,684 | $77,608 | $120,076 | — | — |