Ntess Savings And Income Plan — Form 5500 plan (National Technology & Engineering Solutions Of Sandia, 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, Ntess Savings And Income Plan is a benefit plan reported by National Technology & Engineering Solutions Of Sandia, LLC under EIN 85-0097942 and plan number 008. The latest loaded filing year is 2023. The filing reports 18,637 participants and $6,138,288,212 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- National Technology & Engineering Solutions Of Sandia, LLC
- EIN
- 85-0097942
- Plan number
- 008
- Plan type
- 2
- Location
- Albuquerque, NM
- Latest filing year
- 2023
- Participants
- 18,637
- End-of-year plan assets
- $6,138,288,212
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 18,637 | H, C | 20241010162201NAL0021430177001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,138,288,212
- Total liabilities (EOY)
- $661,115
- Net assets (EOY)
- $6,137,627,097
- Net assets (BOY)
- $5,038,018,145
Income & contributions
- Employer contributions
- $173,044,054
- Participant contributions
- $241,453,472
- Total contributions
- $439,633,983
- Total income / additions
- $1,515,333,751
Expenses & distributions
- Benefits paid
- $411,719,640
- Administrative expenses
- $3,931,010
- Total expenses
- $415,724,799
- Net increase / (decrease)
- $1,099,608,952
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Financial Engines | ADVISOR | $1,890,216 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $665,591 | $0 | 2023 |
| Alight Solutions LLC | OTHER SERVICES | $5,850 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for National Technology & Engineering Solutions Of Sandia, LLC
- 2023 Form 5500 filing
- Form 5500 filings in NM
- 401(k) and benefit plan filings in Albuquerque, NM
- Financial Engines — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Alight Solutions LLC — Schedule C compensation