# Nsm Insurance Services, LLC 401(k) Plan
Source: https://planprovider.pro/companies/nsm-insurance-group-llc-401k-plan

> Nsm Insurance Services, LLC's 401(k) plan: 696 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| LINCOLN NATIONAL CORPORATION|CONTRACT ADMINISTRATOR|$61,664|—|$61,664|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINSTRATOR|$58,509|—|$58,509|

| TRINITY INVESTMENT ADVISORS, LLC|INVESTMENT ADVISORY|$41,639|$30|$41,669|

| LIMESTONE PENSION ASSOCIATES, LLC|OTHER SERVICES|—|$26,421|$26,421|

| KREISCHER MILLER|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [KREISCHER MILLER](https://planprovider.pro/provider/kreischer-miller) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $188,263

- **Estimated Expense Ratio:** 0.323% 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|$176,059|$29,136|$58,509|—|—|

| 2023|$143,924|$49,933|$93,991|—|—|

| 2022|$112,349|$49,946|$62,403|—|—|

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