Plan Snapshot
- Plan Sponsor: National Telecommuting Institute, INC.
- Sponsor EIN: 043277044
- Sponsor Address: 6 LIBERTY SQUARE, PMB 98073, BOSTON, MA, 02109
- Plan Type: DC
- Plan Number: 002
- Total Participants: 265
- Total Assets: $3.2M
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|---|---|---|---|
| 2025 | 265 | $3.2M | $0 | $0 |
| 2024 | 187 | $2.5M | $484,621 | $0 |
| 2023 | 185 | $2.1M | $449,364 | $0 |
| 2022 | 208 | $1.7M | $509,189 | $0 |
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 |
|---|---|---|---|---|
| TIAA-TEACHERS INS & ANNUITY ASSOC | Other Service Provider | $17,326 | — | $17,326 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $17,326
- Estimated Expense Ratio: 0.542% 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 |
|---|---|---|---|---|---|
| 2025 | $377,882 | — | $17,326 | — | — |
| 2024 | $14,133 | — | $14,133 | — | — |
| 2023 | $11,169 | — | $11,169 | — | — |
| 2022 | $10,293 | — | $10,293 | — | — |