Plan Snapshot
- Plan Sponsor: The National Society Of Leadership & Success
- Sponsor EIN: 204027230
- Sponsor Address: 4300 BISCAYNE BLVD, MIAMI, FL, 33137
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 130
- Total Assets: $5.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|---|---|---|---|
| 2025 | 130 | $5.9M | $0 | $0 |
| 2024 | 113 | $5.1M | $212,218 | $588,687 |
| 2023 | 125 | $4.7M | $312,424 | $728,019 |
| 2022 | 125 | $2.5M | $149,437 | $456,554 |
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 |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | Other Service Provider | $16,020 | — | $16,020 |
| STOKES FAMILY OFFICE | Other Service Provider | $10,000 | — | $10,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $26,020
- Estimated Expense Ratio: 0.439% 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 |
|---|---|---|---|---|---|
| 2025 | $755,495 | $10,000 | $16,020 | — | — |
| 2024 | $18,528 | — | $412 | — | — |
| 2023 | $404,904 | — | — | — | — |
| 2022 | $700,827 | — | — | — | — |