Plan Snapshot
- Plan Sponsor: The National Organization For
- Sponsor EIN: 133223946
- Sponsor Address: 7 KENOSIA AVENUE, DANBURY, CT, 068107326
- Plan Type: 403(b)
- Total Participants: 114
- Total Assets: $9.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 114 | $9.9M | $466,958 | $635,426 |
| 2023 | 104 | $8.1M | $469,007 | $629,740 |
| 2022 | 92 | $6.7M | $405,943 | $583,349 |
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 |
|---|---|---|---|---|
| AAFCPAS, INC. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $1,279 | — | — | — | — |
| 2023 | $795 | — | — | — | — |
| 2022 | $442 | $442 | — | — | — |