Plan Ledger DOL Form 5500 · updated monthly

Academy of Nutrition and Dietetics401(k)

ACADEMY OF NUTRITION AND DIETETICS RETIREMENT PLAN · CHICAGO, IL · plan year 2023

Reported admin expense ratio · 2023
0.23%

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

Academy of Nutrition and Dietetics reported $67,199 in plan administrative expenses for 2023: 0.23% of average plan assets, below the peer median. Employer contributions averaged $2,978 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 2 years on file its reported administrative ratio rose from 0.20% to 0.25%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other other services employers. By assets it is the 1,259th-largest of 3,702 plans among Illinois employers on file, and the 670th of 3,341 in other services. In 2023, employees put in $3.02 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$32,196,803
Participants with balances236
Active participants153
Employer contributions$455,688
Employee contributions$1,374,747
Employer contribution per active participant$2,978
Average account balance$136,427
Benefits paid to participants$2,117,080
Plan auditUnmodified (clean) audit opinion
AuditorRSM US LLP
Plan history3
Yearassets · accounts · employer contribution
2024$28.6M · 229 accts · $332K emplr
2023$32.2M · 236 accts · $456K emplr
2022$27.3M · 232 accts · $547K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$67,199
Total administrative$67,199
The Academy of Nutrition and Dietetics 401(k) match · 2023
Employer contribution per active participant$2,978
Median for plans this size$2,440
2024$2,554 per active participant
2023$2,978 per active participant
2022$3,574 per active participant

Academy of Nutrition and Dietetics's 2023 employer contribution ran above the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
TRANSAMERICA RETIREMENT SOLUTIONS · Recordkeeping · Loan processing$60,479
AMERIPRISE FINANCIAL SERVICES LLC · Insurance broker · Insurance servicesindirect 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
2024Transamerica
2023Transamerica

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$74,863 · 0.25%
2023$67,199 · 0.23%
2022$63,052 · 0.20%
Same employer
Similar plansOther Services · Illinois
Morgan Services, Inc. IL$32.8M · 0.26%
Moose International Inc. IL$31.3M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 360724760 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.