Plan Snapshot
- Plan Sponsor: Ncci Holdings, INC.
- Sponsor EIN: 522225042
- Sponsor Address: 901 PENINSULA CORPORATE CIRCLE, BOCA RATON, FL, 33487
- Plan Type: 401(k)
- Total Participants: 848
- Total Assets: $505.8M
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 | 848 | $505.8M | $9.7M | $11.0M |
| 2023 | 859 | $443.4M | $10.5M | $10.8M |
| 2022 | 853 | $369.2M | $11.2M | $9.9M |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C | 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 | $301,610 | $241,179 | — | — | — |
| 2023 | $261,177 | $191,631 | — | — | — |
| 2022 | $237,900 | $100,457 | — | — | — |