Plan Ledger DOL Form 5500 · updated monthly

NA Alii Consulting and Sales, LLC401(k)

NAKUPUNA FOUNDATION FAMILY OF COMPANIES RETIREMENT PLAN · ARLINGTON, VA · plan year 2024

Reported admin expense ratio · 2024
0.28%

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

NA Alii Consulting and Sales, LLC reported $206,740 in plan administrative expenses for 2024: 0.28% of average plan assets, higher than ~75% of peers. Employer contributions averaged $6,657 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 0.37% to 0.28%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 313th-largest of 2,266 plans among Virginia employers on file, and the 1,689th of 11,654 in professional & technical services. In 2024, employees put in $1.19 for every $1.00 the employer contributed; active participation has grown from 817 to 1,367 since 2022.

Plan summary
Net assets, end of year$88,804,796
Participants with balances1,693
Active participants1,367
Employer contributions$9,100,772
Employee contributions$10,788,442
Employer contribution per active participant$6,657
Average account balance$52,454
Benefits paid to participants$4,313,140
Plan auditUnmodified (clean) audit opinion
AuditorGROSS MENDELSOHN & ASSOCIATES
Plan history3
Yearassets · accounts · employer contribution
2024$88.8M · 1,693 accts · $9.1M emplr
2023$59.8M · 1,300 accts · $6.3M emplr
2022$36.7M · 1,002 accts · $4.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$131,661
Investment management$75,079
Total administrative$206,740
The NA Alii Consulting and Sales, LLC 401(k) match · 2024
Employer contribution per active participant$6,657
Median for plans this size$3,635
2024$6,657 per active participant
2023$6,191 per active participant
2022$5,316 per active participant

NA Alii Consulting and Sales, LLC's 2024 employer contribution ran above 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 · 20242
THE VANGUARD GROUP, INC. · Recordkeeping · Loan processing$131,661
CETERA ADVISOR NETWORKS · Investment advisory (plan)$75,079

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

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

Administrative cost history3
2024$206,740 · 0.28%
2023$153,679 · 0.32%
2022$131,529 · 0.37%
Same employer
Similar plansProfessional & Technical Services · Virginia
Willcox & Savage, P.C. VA$93.0M · 0.04%
Hydrogeologic, Inc. VA$92.2M · 0.21%
Ashgrove Holdings, LLC VA$89.8M · 0.18%
Oliff PLC VA$87.9M · 0.16%
Nixon & Vanderhye, P.C. VA$85.2M · 0.20%

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Source: U.S. Department of Labor, Form 5500 series, EIN 201741740 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.