Plan Snapshot
- Plan Sponsor: Nc Employment Group, INC.
- Sponsor EIN: 591462889
- Sponsor Address: 5800 LAKEWOOD RANCH BLVD NORTH, SARASOTA, FL, 34240
- Plan Type: 401(k)
- Total Participants: 344
- Total Assets: $37.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 344 | $37.0M | $1.6M | $2.7M |
| 2023 | 305 | $29.9M | $1.4M | $2.4M |
| 2022 | 232 | $23.7M | $201,397 | $394,233 |
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 |
|---|---|---|---|---|
| HBKS WEALTH ADVISORS | ADVISOR | $63,846 | — | $63,846 |
| FIDELITY WORKPLACE SERVICES LLC | RECORDKEEPER | $37,062 | — | $37,062 |
| PRICEKUBECKA | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRICEKUBECKA — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $100,908
- Estimated Expense Ratio: 0.272% 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 | $100,908 | $63,846 | — | — | — |
| 2023 | $61,990 | $48,231 | — | $10,000 | — |
| 2022 | $325 | — | — | — | — |