Plan Snapshot
- Plan Sponsor: Ncaa
- Sponsor EIN: 440567264
- Sponsor Address: P.O. BOX 6222, INDIANAPOLIS, IN, 46206
- Plan Type: 403(b)
- Plan Number: 003
- Total Participants: 588
- Total Assets: $78.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 588 | $78.6M | $438 | $4.7M |
| 2023 | 578 | $69.8M | $4,855 | $4.5M |
| 2022 | 535 | $58.6M | $0 | $4.0M |
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 |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | Investment Advisor | $11,118 | — | $11,118 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $11,118
- Estimated Expense Ratio: 0.014% 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 | $4,061 | $11,118 | — | — | — |
| 2023 | $6,666 | $10,162 | — | — | — |
| 2022 | $7,942 | $11,565 | — | — | — |