# The National Mutual Insurance Company DC Plan
Source: https://planprovider.pro/companies/the-national-mutual-insurance-company-plan-004

> The National Mutual Insurance Company's DC plan: 170 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|—|—|

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