National Account Service Company 401(K) Savings Plan — Form 5500 plan (National Account Service Company LLC)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, National Account Service Company 401(K) Savings Plan is a benefit plan reported by National Account Service Company LLC under EIN 58-1767730 and plan number 002. The latest loaded filing year is 2023. The filing reports 624 participants and $191,390,364 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- National Account Service Company LLC
- EIN
- 58-1767730
- Plan number
- 002
- Plan type
- 2
- Location
- Atlanta, GA
- Latest filing year
- 2023
- Participants
- 624
- End-of-year plan assets
- $191,390,364
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 624 | H, C | 20241015095801NAL0016098515001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $191,390,364
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $191,390,364
- Net assets (BOY)
- $165,473,279
Income & contributions
- Employer contributions
- $7,009,771
- Participant contributions
- $6,270,602
- Total contributions
- $13,280,562
- Total income / additions
- $42,496,831
Expenses & distributions
- Benefits paid
- $16,237,700
- Administrative expenses
- $294,449
- Total expenses
- $16,579,746
- Net increase / (decrease)
- $25,917,085
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $142,018 | $0 | 2023 |
| Lpl Financial | INVESTMENT ADVISOR | $106,006 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $28,171 | not reported in the loaded dataset | 2023 |
| Windham Brannon, P.C. | AUDITOR | $18,254 | not reported in the loaded dataset | 2023 |
| Qdro Consultants Company, LLC | CONSULTING | $0 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for National Account Service Company LLC
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Atlanta, GA
- Empower Annuity Insurance Company O — Schedule C compensation
- Lpl Financial — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Windham Brannon, P.C. — Schedule C compensation
- Qdro Consultants Company, LLC — Schedule C compensation