# Ngp Management, LLC 401(k) Plan
Source: https://planprovider.pro/companies/ngp-management-llc-401k-plan

> Ngp Management, LLC's 401(k) plan: 1,533 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ngp Management, LLC

- **Sponsor EIN:** 261655191

- **Sponsor Address:** 3 PLUFF AVE, NORTH READING, MA, 01864

- **Plan Type:** 401(k)

- **Total Participants:** 1,533

- **Total Assets:** $21.1M

## 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|1,533|$21.1M|$509,388|$1.1M|

| 2023|1,682|$19.4M|$527,403|$1.1M|

| 2022|1,439|$16.2M|$475,108|$965,248|

## 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|

| TRANSAMERICA RETIREMENT SOLUTIONS|RECORDKEEPER|$45,598|—|$45,598|

| GLOBAL RETIREMENT PARTNERS LLC|INVESTMENT ADVISORY|$18,750|—|$18,750|

| WELLTH ADVISORY SERVICES, LLC|INVESTMENT ADVISOR|$6,250|—|$6,250|

| THE ANGELL PENSION GROUP INC.|TPA|$5,144|—|$5,144|

| EJ CALLAHAN & ASSOCIATES, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [TRANSAMERICA RETIREMENT SOLUTIONS](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

- [GLOBAL RETIREMENT PARTNERS LLC](https://planprovider.pro/provider/global-retirement-partners-llc) — INVESTMENT ADVISORY

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $75,742

- **Estimated Expense Ratio:** 0.360% 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|$122,582|$25,000|$81,606|—|—|

| 2023|$114,013|$25,000|$65,520|—|—|

| 2022|$97,578|—|—|—|—|

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