# Nationwide Appraisal Network, LLC 401(k) Plan
Source: https://planprovider.pro/companies/nationwide-appraisal-network-llc-263290509-001

> Nationwide Appraisal Network, LLC's 401(k) plan: 145 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Nationwide Appraisal Network, LLC

- **Sponsor EIN:** 263290509

- **Sponsor Address:** 3180 CURLEW RD, STE. 107, OLDSMAR, FL, 34677

- **Plan Type:** 401(k)

- **Plan Number:** 001

- **Total Participants:** 145

- **Total Assets:** $5.0M

## 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.|

| 2025|145|$5.0M|$0|$0|

| 2024|81|$3.8M|$190,792|$406,174|

| 2023|74|$2.7M|$165,491|$309,553|

| 2022|39|$415,204|$140,486|$270,815|

## 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|

| JOHN HANCOCK LIFE INSURANCE COMPANY|Recordkeeper|$36,613|—|$36,613|

| POWER FINANCIAL PARTNERS|Investment Advisor|$17,108|—|$17,108|

| ADMIN. GROUP, LLC DBA TAG RESOURCES|Recordkeeper|$16,438|—|$16,438|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $70,159

- **Estimated Expense Ratio:** 1.408% 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|$154,997|$19,457|$16,438|—|—|

| 2024|$129,538|—|—|—|—|

| 2023|$73,022|—|—|—|—|

| 2022|$13,898|—|—|—|—|

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