Plan Snapshot
- Plan Sponsor: Nsmg Shared Services, LLC
- Sponsor EIN: 205699506
- Sponsor Address: 1900 ST JAMES PLACE SUITE 300, HOUSTON, TX, 77056
- Plan Type: 401(k)
- Total Participants: 1,365
- Total Assets: $80.5M
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 | 1,365 | $80.5M | $2.8M | $6.2M |
| 2023 | 1,319 | $69.9M | $2.8M | $6.2M |
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 |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | NONE | $107,865 | — | $107,865 |
| PRIME CAPITAL INVESTMENT ADVIS | NONE | $81,219 | — | $81,219 |
| MORNINGSTAR INC | NONE | $26,148 | — | $26,148 |
| HARPER & PEARSON COMPANY, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHWAB RETIREMENT PLAN SERVICES,INC — NONE
- MORNINGSTAR INC — NONE
- HARPER & PEARSON COMPANY, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $215,232
- Estimated Expense Ratio: 0.267% 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 | $215,307 | $147,849 | — | — | — |
| 2023 | $80,079 | $12,995 | — | $65,659 | — |