Plan Snapshot
- Plan Sponsor: Neuberger Berman Investment Advisers LLC
- Sponsor EIN: 133441275
- Sponsor Address: 1290 AVENUE OF THE AMERICAS, NEW YORK, NY, 10104
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 0
- Total Assets: $50.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $50.8M | $0 | $0 |
| 2023 | 0 | $45.9M | $0 | $0 |
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 |
|---|---|---|---|---|
| NEUBERGER BERMAN INVESTMENT ADVISER | Other Service Provider | $731,350 | — | $731,350 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $731,350
- Estimated Expense Ratio: 1.439% 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 | $759,537 | $759,537 | — | — | — |
| 2023 | $722,552 | $722,552 | — | — | — |