Plan Snapshot
- Plan Sponsor: Nm Management, INC.
- Sponsor EIN: 541882523
- Sponsor Address: 5990 KINGSTOWNE TOWNE CENTER, ALEXANDRIA, VA, 22315
- Plan Type: 401(k)
- Total Participants: 114
- Total Assets: $8.5M
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 | 114 | $8.5M | $63,261 | $432,568 |
| 2023 | 123 | $7.9M | $55,513 | $529,236 |
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 |
|---|---|---|---|---|
| CHANNER, CPAS P.A. | 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 | $61,245 | $30,166 | — | — | — |
| 2023 | $54,092 | $26,496 | — | — | — |