Plan Snapshot
- Plan Sponsor: National Valuation Consultants, INC.
- Sponsor EIN: 841181072
- Sponsor Address: 8000 S CHESTER ST, CENTENNIAL, CO, 80112
- Plan Type: 401(k)
- Total Participants: 103
- Total Assets: $23.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 103 | $23.3M | $181,305 | $1.3M |
| 2023 | 98 | $19.2M | $194,746 | $1.2M |
| 2022 | 112 | $15.9M | $171,411 | $1.2M |
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 |
|---|---|---|---|---|
| WALTERS & ASSOCIATES CPAS | 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 | $4,517 | $1,742 | — | — | — |
| 2023 | $7,289 | $4,319 | — | — | — |
| 2022 | $1,068,615 | — | $3,867 | — | — |