Plan Snapshot
- Plan Sponsor: National University Servies, INC
- Sponsor EIN: 541484044
- Sponsor Address: 1813 E MAIN ST, SALEM, VA, 241534524
- Plan Type: 401(k)
- Total Participants: 319
- Total Assets: $4.7M
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 | 319 | $4.7M | $114,109 | $236,724 |
| 2023 | 357 | $4.2M | $48,009 | $221,279 |
| 2022 | 580 | $3.8M | $50,221 | $197,513 |
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 |
|---|---|---|---|---|
| SST ACCOUNTANTS & CONSULTANTS | 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 | $28,550 | — | $28,550 | — | — |
| 2023 | $11,428 | — | $11,428 | — | — |
| 2022 | $11,031 | — | $11,031 | — | — |