Plan Snapshot
- Plan Sponsor: Nmcgr Foundation
- Sponsor EIN: 273032859
- Sponsor Address: 6251 OLD DOMINION DRIVE, MCLEAN, VA, 22101
- Plan Type: 401(k)
- Total Participants: 302
- Total Assets: $10.1M
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 | 302 | $10.1M | $175,187 | $1.2M |
| 2023 | 259 | $9.9M | $165,275 | $1.1M |
| 2022 | 261 | $7.9M | $146,597 | $982,497 |
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 |
|---|---|---|---|---|
| FORVIS MAZARS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS LLP — Auditor
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 | $10,901 | $4,420 | — | — | — |
| 2023 | $10,248 | $6,217 | — | — | — |
| 2022 | $9,441 | $5,091 | — | — | — |