Plan Ledger DOL Form 5500 · updated monthly

A.C. Nelsen Enterprises, Inc.401(k)

A.C. NELSEN ENTERPRISES, INC. SAVINGS PLAN · OMAHA, NE · plan year 2024

Reported admin expense ratio · 2024
0.76%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

A.C. Nelsen Enterprises, Inc. reported $49,699 in plan administrative expenses for 2024: 0.76% of average plan assets, above the peer median. Employer contributions averaged $2,132 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio has held roughly steady near 0.76%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Nebraska (432nd of 565), and 3,361st of 5,215 in retail trade. In 2024, employees put in $2.03 for every $1.00 the employer contributed; active participation has shrunk from 138 to 116 since 2022.

Plan summary
Net assets, end of year$6,566,835
Participants with balances128
Active participants116
Employer contributions$247,333
Employee contributions$502,248
Employer contribution per active participant$2,132
Average account balance$51,303
Benefits paid to participants$1,439,432
Plan auditUnmodified (clean) audit opinion
AuditorLUTZ & COMPANY
Plan history3
Yearassets · accounts · employer contribution
2024$6.6M · 128 accts · $247K emplr
2023$6.4M · 152 accts · $299K emplr
2022$5.2M · 151 accts · $306K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$22,815
Investment management$26,884
Total administrative$49,699
The A.C. Nelsen Enterprises, Inc. 401(k) match · 2024
Employer contribution per active participant$2,132
Median for plans this size$1,313
2024$2,132 per active participant
2023$2,123 per active participant
2022$2,221 per active participant

A.C. Nelsen Enterprises, Inc.'s 2024 employer contribution ran above the $1,313 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
NORTH AMERICAN KTRADE ALLIANCE, LLC · Recordkeeping$19,458
EDELMAN FINANCIAL ENGINES, INC · Investment management$26,884
BENEFIT PLANS, INC. · Contract administrator$3,357
CHARLES SCHWAB TRUST BANK · Custodial (securities)indirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024NORTH AMERICAN KTRADE ALLIANCE, LLC
2023NORTH AMERICAN KTRADE ALLIANCE, LLC

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Administrative cost history3
2024$49,699 · 0.76%
2023$52,728 · 0.91%
2022$42,397 · 0.74%
Same employer
Similar plansRetail Trade · Nebraska
31ST Street Capital NE$8.2M · 0.60%
Duteau Chevrolet Company NE$8.0M · 0.01%
Jelinek Hardware Company NE$7.5M · 0.57%
Huber Chevrolet Co., Inc. NE$7.5M · 0.14%
Thrift Holdings LLC NE$482K · 3.54%

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Source: U.S. Department of Labor, Form 5500 series, EIN 470358478 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.