Plan Ledger DOL Form 5500 · updated monthly

Board of Trustees American Radio Association Individual Account PlanMoney purchase plan

AMERICAN RADIO ASSOCIATION INDIVIDUAL ACCOUNT PLAN · ALAMEDA, CA · plan year 2024

Reported admin expense ratio · 2024
0.48%

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

Board of Trustees American Radio Association Individual Account Plan reported $31,769 in plan administrative expenses for 2024: 0.48% of average plan assets, below the peer median. Employer contributions averaged $7,871 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 0.48%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other information & media employers. By assets it is among the smaller plans on file in California (6,374th of 9,483), and 1,728th of 2,199 in information & media. active participation has shrunk from 80 to 67 since 2022.

Plan summary
Net assets, end of year$6,893,109
Participants with balances112
Active participants67
Employer contributions$527,378
Employee contributions—
Employer contribution per active participant$7,871
Average account balance$61,546
Benefits paid to participants$466,134
Plan auditUnmodified (clean) audit opinion
AuditorBALDWIN MOFFITT BEHM LLP
Plan history3
Yearassets · accounts · employer contribution
2024$6.9M · 112 accts · $527K emplr
2023$6.2M · 113 accts · $502K emplr
2022$5.4M · 98 accts · $504K emplr
Administrative expenses, itemized · 2024
Investment management$10,710
Audit (IQPA)$7,841
Total administrative$31,769
Employer contributions to the Board of Trustees American Radio Association Individual Account Plan plan · 2024
Employer contribution per active participant$7,871
Median for plans this size$1,313
2024$7,871 per active participant
2023$4,687 per active participant
2022$6,299 per active participant

Board of Trustees American Radio Association Individual Account Plan's 2024 employer contribution ran above the $1,313 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 · 20243
SEGAL MARCO ADVISORS · Investment advisory (plan)$10,710
BALDWIN MOFFITT BEHM LLP · Accounting / audit$7,847

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$31,769 · 0.48%
2023$25,828 · 0.44%
2022$29,650 · 0.51%
Similar plansInformation & Media · California
Health Data Vision, Inc. CA$7.3M · 0.24%
Whip Networks, Inc. CA$7.1M · 0.03%
Nile Global, Inc CA$7.1M · 0.10%
Autofi, Inc. CA$7.1M · 0.13%
Orbital Insight, Inc. CA$6.9M · 0.18%
Edi Health Group, Inc. CA$6.8M · 0.05%
Sonoma Media Investments CA$6.8M · 0.61%
Traliant Holdings, LLC CA$6.8M · 0.97%

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Source: U.S. Department of Labor, Form 5500 series, EIN 136161999 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.