Plan Snapshot
- Plan Sponsor: National Therapeutic Associates, INC.
- Sponsor EIN: 470656084
- Sponsor Address: 11623 ARBOR STREET, OMAHA, NE, 68144
- Plan Type: 401(k)
- Total Participants: 779
- Total Assets: $46.3M
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 | 779 | $46.3M | $355,932 | $3.0M |
| 2023 | 724 | $40.7M | $350,497 | $3.1M |
| 2022 | 828 | $33.9M | $397,461 | $3.2M |
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 |
|---|---|---|---|---|
| LUTZ & COMPANY, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LUTZ & COMPANY, PC — 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 | $101,209 | — | $101,209 | — | — |
| 2023 | $100,957 | — | $100,957 | — | — |
| 2022 | $97,642 | — | $97,392 | — | $250 |