Plan Ledger DOL Form 5500 · updated monthly

American Association of Nurse Anesthetists401(k)

AMERICAN ASSOCIATION OF NURSE ANESTHETISTS 401(K) PLAN & TRUST · PARK RIDGE, IL · plan year 2024

Reported admin expense ratio · 2024
0.24%

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

American Association of Nurse Anesthetists reported $69,108 in plan administrative expenses for 2024: 0.24% of average plan assets, below the peer median. Employer contributions averaged $12,312 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 0.01% to 0.24%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is the 1,280th-largest of 3,702 plans among Illinois employers on file, and the 692nd of 3,341 in other services. In 2024, the employer put in $1.24 for every $1.00 employees contributed themselves; active participation has grown from 115 to 133 since 2022.

Plan summary
Net assets, end of year$31,238,808
Participants with balances172
Active participants133
Employer contributions$1,637,515
Employee contributions$1,317,718
Employer contribution per active participant$12,312
Average account balance$181,621
Benefits paid to participants$2,491,819
Plan auditUnmodified (clean) audit opinion
AuditorCHERRY BEKEART
Plan history3
Yearassets · accounts · employer contribution
2024$31.2M · 172 accts · $1.6M emplr
2023$26.9M · 164 accts · $1.1M emplr
2022$22.2M · 155 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$41,343
Investment management$27,757
Total administrative$69,108
The American Association of Nurse Anesthetists 401(k) match · 2024
Employer contribution per active participant$12,312
Median for plans this size$2,416
2024$12,312 per active participant
2023$9,400 per active participant
2022$9,527 per active participant

American Association of Nurse Anesthetists's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. 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 · 20242
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$41,342
MERRILL LYNCH ACCOUNTS · Investment advisory (plan)$27,768

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

Administrative cost history3
2024$69,108 · 0.24%
2023$3,564 · 0.01%
2022$3,655 · 0.01%
Same employer
Similar plansOther Services · Illinois
Moose International Inc. IL$31.3M · 0.08%
Metro East Industries, Inc. IL$29.1M · 0.30%

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Source: U.S. Department of Labor, Form 5500 series, EIN 362113743 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.