Plan Snapshot
- Plan Sponsor: National Telecommuting Institute, INC.
- Sponsor EIN: 043277044
- Sponsor Address: 225 FRIEND STREET, SUITE 401, BOSTON, MA, 021142006
- Plan Type: 403(b)
- Total Participants: 163
- Total Assets: $4.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 163 | $4.7M | $180,390 | $220,971 |
| 2023 | 167 | $4.0M | $167,103 | $210,232 |
| 2022 | 197 | $3.3M | $186,509 | $236,966 |
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 |
|---|---|---|---|---|
| AAFCPAS, INC | 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 | $16,477 | — | $16,477 | — | — |
| 2023 | $12,604 | — | $12,604 | — | — |
| 2022 | $9,768 | — | $9,768 | — | — |