# Nsmg Shared Services, LLC 401(k) Plan
Source: https://planprovider.pro/companies/nsmg-shared-services-llc-401k-plan

> Nsmg Shared Services, LLC's 401(k) plan: 1,365 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [MORNINGSTAR INC](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE

- [HARPER & PEARSON COMPANY, P.C.](https://planprovider.pro/provider/harper-and-pearson-company-pc) — 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|—|

## Similar Plans

- [Park Lawn Memorial Group, LLC](https://planprovider.pro/companies/park-lawn-memorial-group-llc-401k-plan) — 1,630 participants

- [Legacy Funeral Group, L.L.C.](https://planprovider.pro/companies/legacy-funeral-group-l-l-c-401k-plan) — 892 participants

- [Carriage Funeral Holdings, INC.](https://planprovider.pro/companies/carriage-funeral-holdings-inc-401k-plan) — 2,312 participants

- [Service Corporation Intl](https://planprovider.pro/companies/service-corporation-intl-401k-plan-002) — 21,793 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/nsmg-shared-services-llc-401k-plan)

© 2026 PlanProvider.Pro