Plan Snapshot
- Plan Sponsor: Neighborhood Assistance Corporat
- Sponsor EIN: 043244616
- Sponsor Address: 225 CENTRE STREET, BOSTON, MA, 02119
- Plan Type: 401(k)
- Total Participants: 203
- Total Assets: $5.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 203 | $5.3M | $215,134 | $644,850 |
| 2023 | 212 | $4.9M | $216,626 | $633,690 |
| 2022 | 217 | $4.1M | $231,822 | $694,204 |
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 |
|---|---|---|---|---|
| QRGA LLP | 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 | $27,704 | $14,327 | — | — | — |
| 2023 | $50,466 | $40,049 | — | — | — |
| 2022 | $35,528 | — | — | — | — |