Plan Snapshot
- Plan Sponsor: Ndt Global, LLC
- Sponsor EIN: 454904579
- Sponsor Address: 15500 INTERNATIONAL PLAZA DRIVE, HOUSTON, TX, 77032
- Plan Type: 401(k)
- Total Participants: 376
- Total Assets: $25.7M
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 | 376 | $25.7M | $677,998 | $1.3M |
| 2023 | 112 | $7.6M | $354,604 | $760,163 |
| 2022 | 106 | $6.0M | $332,010 | $758,543 |
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 |
|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | Other Service Provider | $66,820 | $4 | $66,824 |
| BKS RETIREMENT SERVICES | Other Service Provider | — | $47,357 | $47,357 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $114,181
- Estimated Expense Ratio: 0.445% 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 | $67,920 | -$16,321 | $83,141 | — | — |
| 2023 | $45,188 | $745 | $43,243 | — | — |
| 2022 | $43,439 | — | — | — | — |