Plan Snapshot
- Plan Sponsor: The National Center On Addiction And Substance Abuse
- Sponsor EIN: 521736502
- Sponsor Address: 711 3RD AVE, NEW YORK, NY, 10017
- Plan Type: DC
- Total Participants: 160
- Total Assets: $16.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 160 | $16.4M | $563,679 | $0 |
| 2023 | 74 | $14.9M | $586,950 | $0 |
| 2022 | 67 | $13.0M | $801,473 | $0 |
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 |
|---|---|---|---|---|
| TIAA | NONE | $17,137 | — | $17,137 |
| INSERO & COMPANY CPAS, LLP | NONE | $12,632 | — | $12,632 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — NONE
- INSERO & COMPANY CPAS, LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $29,769
- Estimated Expense Ratio: 0.181% 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 | $29,769 | — | $17,137 | $12,632 | — |
| 2023 | $16,282 | — | $16,282 | — | — |
| 2022 | $9,868 | — | $9,868 | — | — |