Retirement plan

NATIONAL BOARD FOR CERTIFIED COUNSELORS, INC 401(K) PLAN

Name: NATIONAL BOARD FOR CERTIFIED COUNSELORS, INC. - NATIONAL BOARD FOR CERTIFIED COUNSELORS, INC 401(K) PLAN (2025) Form 5500
Creator: NATIONAL BOARD FOR CERTIFIED COUNSELORS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NATIONAL BOARD FOR CERTIFIED COUNSELORS, INC 401(K) PLAN, NATIONAL BOARD FOR CERTIFIED COUNSELORS, INC.

NATIONAL BOARD FOR CERTIFIED COUNSELORS, INC.EIN 58-2085335Plan #001PY 2025

3-D TERRACE WAY - GREENSBORO, NC 27403336-547-0607nbcc.orgLinkedIn51-200 employeesmental health care

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$7.7M

+23.2% from 2024

Total participants

181

+5.2% from 2024

Average account balance

$46,004

+20.3% from 2024

Annual return

17.39%

+0.08 pp from 2024

Benchmarks

See 1,026 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants100-249

Cohort1,026 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$7.68M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$46K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

167

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

91.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.03M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+17.39%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 3 by compensation

Provider	Service type	Compensation
NATIONWIDE2 years Service code 26 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215	Advisory (Participants)	$17,075
QUALIFIED PLAN ADMINISTRATORS, INC.2 years Filed as: QUALIFIED PLAN ADMINISTRATORS INC Service code 26 · EIN 56-1721260 3707-B WEST MARKET STREET · GREENSBORO, NC 27403	Advisory (Participants)	$5,475
PARK AVENUE SECURITIES LLC2 years Filed as: PARK AVENUE SECURITIES LLLC Service code 26 · EIN 13-2615338	Advisory (Participants)	$0

Plan features & details

Pension benefit codes2E2F2G2J2K3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: BUTLER & BURKE LLP
Auditor EIN: 561138530
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$46,004

$47,105-2.3%

$68,368-32.7%

$67,986-32.3%

Participation rate

91.0%

51.8%+39.2pp

73.8%+17.3pp

57.2%+33.8pp

Annual return

17.39%

48.37%-31.0pp

292.57%-275.2pp

31.67%-14.3pp

Employer contribution / active EE

$3,566

$1,859+91.9%

$2,649+34.6%

$2,019+76.7%

Participant deferral / active EE

$3,038

$2,374+28.0%

$4,123-26.3%

$3,358-9.5%

Admin fee / account holder

$2,435-100.0%

$5,150-100.0%

$3,203-100.0%

Provider

Service type

Compensation

NATIONWIDE2 years

Service code 26

ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215

Advisory (Participants)

$17,075

QUALIFIED PLAN ADMINISTRATORS, INC.2 years

Filed as: QUALIFIED PLAN ADMINISTRATORS INC

Service code 26 · EIN 56-1721260

3707-B WEST MARKET STREET · GREENSBORO, NC 27403

Advisory (Participants)

$5,475

PARK AVENUE SECURITIES LLC2 years

Filed as: PARK AVENUE SECURITIES LLLC

Service code 26 · EIN 13-2615338

Advisory (Participants)

NATIONAL BOARD FOR CERTIFIED COUNSELORS, INC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

NATIONAL BOARD FOR CERTIFIED COUNSELORS, INC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion