# North American Client Services, INC. 401(k) Plan
Source: https://planprovider.pro/companies/north-american-client-services-inc-401k-plan

> North American Client Services, INC.'s 401(k) plan: 1,442 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** North American Client Services, INC.

- **Sponsor EIN:** 880252963

- **Sponsor Address:** 25910 ACERO ROAD SUITE 350, MISSION VIEJO, CA, 92691

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

- **Total Participants:** 1,442

- **Total Assets:** $27.2M

## 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|1,442|$27.2M|$183,969|$1.6M|

| 2023|1,286|$28.5M|$111,180|$1.8M|

| 2022|3,910|$39.0M|$262,078|$5.0M|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$136,533|—|$136,533|

| MMA SECURITIES LLC|INVESTMENT ADVISOR|$17,572|—|$17,572|

| ACCELERATE INVESTMENT ADVISORS LLC|INVESTMENT ADVISOR|$14,194|—|$14,194|

| STIFEL NICOLAUS & CO INC|INVESTMENT ADVISOR|$14,194|—|$14,194|

| WIPFLI LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [WIPFLI LLP](https://planprovider.pro/provider/wipfli-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $182,493

- **Estimated Expense Ratio:** 0.670% 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|$182,493|$45,960|—|—|—|

| 2023|$200,506|$60,000|—|—|—|

| 2022|$211,292|$60,000|$151,292|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/north-american-client-services-inc-401k-plan)

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