Plan Ledger DOL Form 5500 · updated monthly

Board of Trustees of the Liuna National 401K Retirement Savings Plan401(k)

LIUNA NATIONAL 401(K) RETIREMENT SAVINGS PLAN · WASHINGTON, DC · plan year 2024

Reported admin expense ratio · 2024
0.22%

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

Board of Trustees of the Liuna National 401K Retirement Savings Plan reported $382,418 in plan administrative expenses for 2024: 0.22% of average plan assets, above the peer median. Employer contributions averaged $2,436 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 fell from 0.24% to 0.22%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other other services employers. By assets it is the 62nd-largest of 618 plans among District of Columbia employers on file, and the 96th of 3,341 in other services. In 2024, employees put in $2.08 for every $1.00 the employer contributed; active participation has grown from 961 to 1,671 since 2022.

Plan summary
Net assets, end of year$181,324,986
Participants with balances1,231
Active participants1,671
Employer contributions$4,069,724
Employee contributions$8,468,822
Employer contribution per active participant$2,436
Average account balance$147,299
Benefits paid to participants$15,445,824
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$181.3M · 1,231 accts · $4.1M emplr
2023$162.4M · 1,175 accts · $3.9M emplr
2022$136.9M · 1,111 accts · $3.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$262,796
Investment management$40,000
Audit (IQPA)$14,800
Trustee / custodial$13,594
Total administrative$382,418
The Board of Trustees of the Liuna National 401K Retirement Savings Plan 401(k) match · 2024
Employer contribution per active participant$2,436
Median for plans this size$3,635
2024$2,436 per active participant
2023$2,387 per active participant
2022$3,637 per active participant

Board of Trustees of the Liuna National 401K Retirement Savings Plan's 2024 employer contribution ran below the $3,635 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 · 20246
JOHN HANCOCK RETIREMENT PLAN SVCS · Recordkeeping$75,259
LIUNA STAFF AND AFFILIATES PENSION · Contract administrator$171,052
SEGAL ADVISORS, INC DBA SEGAL MARCO · Investment advisory (plan)$40,000
CALIBRE CPA GROUP PLLC · Accounting / audit$14,800
BANK OF NEW YORK MELLON · Custodial (securities)$13,594
THE LAW OFFICES OF JAMES S. RAY · Legal$10,098

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

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

Administrative cost history3
2024$382,418 · 0.22%
2023$371,154 · 0.25%
2022$357,877 · 0.24%
Similar plansOther Services · District of Columbia
The Aspen Institute DC$192.8M · 0.00%
Investment Company Institute DC$165.2M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 526941497 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.