Plan Snapshot
- Plan Sponsor: Nbcuniversal, LLC
- Sponsor EIN: 273526824
- Sponsor Address: 30 ROCKEFELLER PLAZA, NEW YORK, NY, 101120015
- Plan Type: 401(k)
- Total Participants: 8,982
- Total Assets: $397.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 8,982 | $397.5M | $14.4M | $27.7M |
| 2023 | 9,285 | $329.6M | $11.3M | $21.9M |
| 2022 | 8,060 | $268.6M | $9.6M | $19.8M |
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 |
|---|---|---|---|---|
| SB & COMPANY | Auditor | $18,490 | — | $18,490 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SB & COMPANY — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $18,490
- Estimated Expense Ratio: 0.005% 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 |
|---|---|---|---|---|---|
| 2024 | $315,777 | $11,748 | $600 | $18,490 | — |
| 2023 | $270,925 | $8,307 | $3,000 | $17,780 | — |
| 2022 | $296,707 | $10,011 | $286,696 | — | — |