Plan Ledger DOL Form 5500 · updated monthly

Nami403(b)

NAMI 403(B) PLAN · ARLINGTON, VA · plan year 2025

Reported admin expense ratio · 2025
0.32%

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

Nami reported $63,012 in plan administrative expenses for 2025: 0.32% of average plan assets, above the peer median. Employer contributions averaged $4,733 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 rose from 0.26% to 0.32%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other other services employers. By assets it is the 963rd-largest of 2,266 plans among Virginia employers on file, and the 1,020th of 3,341 in other services. In 2025, employees put in $1.70 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$20,928,366
Participants with balances267
Active participants169
Employer contributions$799,933
Employee contributions$1,361,456
Employer contribution per active participant$4,733
Average account balance$78,383
Benefits paid to participants$2,552,829
Plan auditDisclaimer of opinion
AuditorROGERS & COMPANY PLLC
Plan history4
Yearassets · accounts · employer contribution
2025$20.9M · 267 accts · $800K emplr
2024$18.0M · 266 accts · $549K emplr
2023$15.8M · 262 accts · $475K emplr
2022$13.6M · $363K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$63,012
Total administrative$63,012
Employer contributions to the Nami plan · 2025
Employer contribution per active participant$4,733
Median for plans this size$2,666
2025$4,733 per active participant
2024$2,702 per active participant
2023$2,746 per active participant

Nami's 2025 employer contribution ran above the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20253
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$63,011
TRIBRIDGE PARTNERS FINANCIAL LLC · Investment advisory (plan)indirect comp
ASCENSUS · Other servicesindirect comp

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

Administrative cost history4
2025$63,012 · 0.32%
2024$50,549 · 0.30%
2023$36,724 · 0.25%
2022$39,037 · 0.26%
Same employer
Similar plansOther Services · Virginia
Avixa, Inc. VA$24.1M · 0.35%
Operation Smile, Inc. VA$23.3M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 431201653 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.