Plan Snapshot
- Plan Sponsor: National Student Clearinghouse
- Sponsor EIN: 521836384
- Sponsor Address: 2300 DULLES STATION BLVD. SUITE 220, HERNDON, VA, 20171
- Plan Type: 401(k)
- Total Participants: 371
- Total Assets: $99.6M
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 | 371 | $99.6M | $4.6M | $4.4M |
| 2023 | 380 | $86.8M | $4.4M | $4.2M |
| 2022 | 402 | $67.3M | $4.0M | $3.7M |
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 |
|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | INVESTMENT ADVISOR | $92,492 | — | $92,492 |
| GRANT THORNTON LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GRANT THORNTON LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $92,492
- Estimated Expense Ratio: 0.093% 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 | $92,492 | $92,492 | — | — | — |
| 2023 | $95,225 | $98,490 | — | — | — |
| 2022 | $116,935 | — | — | — | $116,935 |