Plan Snapshot
- Plan Sponsor: Nsm Insurance Services, LLC
- Sponsor EIN: 830348144
- Sponsor Address: 555 NORTH LANE, SUITE 6060, CONSHOHOCKEN, PA, 19428
- Plan Type: 401(k)
- Total Participants: 696
- Total Assets: $58.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 696 | $58.3M | $3.2M | $4.8M |
| 2023 | 939 | $60.0M | $3.3M | $5.1M |
| 2022 | 714 | $40.0M | $2.8M | $3.6M |
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 |
|---|---|---|---|---|
| KREISCHER MILLER | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KREISCHER MILLER — 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 | $176,059 | $29,136 | $58,509 | — | — |
| 2023 | $143,924 | $49,933 | $93,991 | — | — |
| 2022 | $112,349 | $49,946 | $62,403 | — | — |