# Nta, INC. 401(k) Plan
Source: https://planprovider.pro/companies/nta-inc-401k-plan

> Nta, INC.'s 401(k) plan: 216 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Nta, INC.

- **Sponsor EIN:** 631071009

- **Sponsor Address:** 2001 NICHOLS DRIVE SW, SUITE 200, HUNTSVILLE, AL, 35802

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

- **Total Participants:** 216

- **Total Assets:** $84.8M

## 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|216|$84.8M|$4.0M|$2.9M|

| 2023|194|$70.8M|$3.7M|$2.6M|

| 2022|176|$55.0M|$3.5M|$2.3M|

## 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|

| MORGAN STANLEY SMITH BARNEY LLC|INVESTMENT ADVISOR|$88,776|—|$88,776|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$27,519|—|$27,519|

| STRATEGIC ADVISORS, INC.|ADVISOR|$8,171|—|$8,171|

| BMSS LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [MORGAN STANLEY SMITH BARNEY LLC](https://planprovider.pro/provider/morgan-stanley) — INVESTMENT ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [BMSS LLC](https://planprovider.pro/provider/bmss-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $124,466

- **Estimated Expense Ratio:** 0.147% 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|$124,466|$96,947|—|—|—|

| 2023|$103,969|$83,231|—|—|—|

| 2022|$98,701|$5,022|—|—|—|

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