Plan Snapshot
- Plan Sponsor: Nlv Financial Corporation
- Sponsor EIN: 030359222
- Sponsor Address: ONE NATIONAL LIFE DRIVE, MONTPELIER, VT, 05604
- Plan Type: DB
- Total Participants: 726
- Total Assets: $309.0M
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 | 726 | $309.0M | $6.0M | $0 |
| 2023 | 786 | $322.8M | $7.0M | $0 |
| 2022 | 840 | $309.7M | $15.0M | $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 |
|---|---|---|---|---|
| MCSOLEY MCCOY & CO | 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 | $289,298 | — | $144,969 | — | — |
| 2023 | $353,476 | — | $208,996 | — | — |
| 2022 | $334,222 | — | $196,502 | — | — |