Plan Snapshot
- Plan Sponsor: The National Mutual Insurance Company
- Sponsor EIN: 344312510
- Sponsor Address: 1 INSURANCE SQ, CELINA, OH, 45822
- Plan Type: DC
- Total Participants: 170
- Total Assets: $23.4M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 170 | $23.4M | $1.1M | $0 |
| 2023 | 171 | $24.9M | $997,798 | $0 |
| 2022 | 174 | $21.7M | $963,962 | $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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | $6,620 | — | $6,620 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $6,620
- Estimated Expense Ratio: 0.028% 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 | $6,620 | — | — | $6,620 | — |
| 2023 | $6,363 | — | — | $6,363 | — |
| 2022 | $6,003 | — | — | — | — |