National Student Clearinghouse 401(K) Retirement Plan — Form 5500 plan (National Student Clearinghouse)
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 Student Clearinghouse 401(K) Retirement Plan is a benefit plan reported by National Student Clearinghouse under EIN 52-1836384 and plan number 001. The latest loaded filing year is 2023. The filing reports 466 participants and $86,824,009 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- National Student Clearinghouse
- EIN
- 52-1836384
- Plan number
- 001
- Plan type
- 2
- Location
- Herndon, VA
- Latest filing year
- 2023
- Participants
- 466
- End-of-year plan assets
- $86,824,009
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 466 | H, C | 20240919091849NAL0010075984001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $86,824,009
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $86,824,009
- Net assets (BOY)
- $67,317,970
Income & contributions
- Employer contributions
- $4,384,572
- Participant contributions
- $4,190,424
- Total contributions
- $9,168,780
- Total income / additions
- $21,915,995
Expenses & distributions
- Benefits paid
- $2,295,678
- Administrative expenses
- $95,225
- Total expenses
- $2,409,956
- Net increase / (decrease)
- $19,506,039
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $98,490 | not reported in the loaded dataset | 2023 |
| Ascensus Inc | OTHER | -$3,265 | $17,375 | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $0 | $0 | 2023 |