Plan Ledger DOL Form 5500 · updated monthly

American Legion National Headquarters401(k)

THE AMERICAN LEGION EMPLOYEES' SALARY SAVINGS PLAN · INDIANAPOLIS, IN · plan year 2024

Reported admin expense ratio · 2024
0.43%

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

American Legion National Headquarters reported $83,961 in plan administrative expenses for 2024: 0.43% of average plan assets, above the peer median. Employer contributions averaged $1,863 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 0.43%. 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 550th-largest of 1,562 plans among Indiana employers on file, and the 1,022nd of 3,341 in other services. In 2024, employees put in $2.43 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$20,892,429
Participants with balances296
Active participants213
Employer contributions$396,749
Employee contributions$964,576
Employer contribution per active participant$1,863
Average account balance$70,583
Benefits paid to participants$928,684
Plan auditUnmodified (clean) audit opinion
AuditorCROWE, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$20.9M · 296 accts · $397K emplr
2023$17.9M · 266 accts · $389K emplr
2022$15.2M · 270 accts · $404K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$29,850
Investment management$48,495
Trustee / custodial$5,616
Total administrative$83,961
The American Legion National Headquarters 401(k) match · 2024
Employer contribution per active participant$1,863
Median for plans this size$2,416
2024$1,863 per active participant
2023$2,046 per active participant
2022$1,969 per active participant

American Legion National Headquarters's 2024 employer contribution ran below the $2,416 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 · 20243
AMERITAS LIFE INSURANCE CORP · Claims processing · Contract administrator$29,850
INVST · Investment advisory (participants) · Investment advisory (plan)$48,495
CHARLES SCHWAB BANK · Custodial (securities) · Trustee (directed)$5,616

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

Recordkeeper by year2
2024Ameritas
2023Ameritas

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

Administrative cost history3
2024$83,961 · 0.43%
2023$75,651 · 0.46%
2022$77,323 · 0.45%
Same employer
Similar plansOther Services · Indiana
Buchanan Group, Inc. IN$22.4M · 0.47%
Hoosier Motor Club IN$21.2M · 0.22%
World Gospel Mission IN$20.7M · 1.06%
Crew Carwash, Inc. IN$19.5M · 0.30%
Oscar Winski Company, Inc. IN$19.3M · 0.44%

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Source: U.S. Department of Labor, Form 5500 series, EIN 350144250 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.