Plan Ledger DOL Form 5500 · updated monthly

Napa Management Services Corp.401(k)

NAPA MANAGEMENT SERVICES CORPORATION 401(K) PLAN · MELVILLE, NY · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

Napa Management Services Corp. reported $473,688 in plan administrative expenses for 2024: 0.03% of average plan assets, below the peer median. Employer contributions averaged $9,724 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.

The plan sits in the over $1B size bracket, benchmarked here against 1,229 comparable plans and shown alongside other management of companies employers. By assets it is the 89th-largest of 5,648 plans among New York employers on file, and the 34th of 786 in management of companies. In 2024, employees put in $1.84 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,483,115,201
Participants with balances5,751
Active participants3,665
Employer contributions$35,638,513
Employee contributions$65,747,012
Employer contribution per active participant$9,724
Average account balance$257,888
Benefits paid to participants$266,062,534
Plan auditUnmodified (clean) audit opinion
AuditorBACHELER & COMPANY, P.C.
The Napa Management Services Corp. 401(k) match · 2024
Employer contribution per active participant$9,724
Median for plans this size$5,259

Napa Management Services Corp.'s 2024 employer contribution ran above the $5,259 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 · 20245
CREATIVE PLANNING HOLDCO LLC$156,250
BACHELER AND COMPANY, P.C.$115,750
NIXON PEABODY LLP · Legal$56,184
ADVISED ASSETS GROUP, LLC · Investment management$12,483

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

Administrative cost history1
2024$473,688 · 0.03%
All plans at this employer3
NAPA MANAGEMENT SERVICES CORP. ADMINISTRATIVE EMPL PROFIT SHARING PLAN & TRUST401(k)
NAPA MANAGEMENT SERVICES CORP. CLINICAL EMPLOYEES SHARING PLAN & TRUST401(k)
NAPA MANAGEMENT SERVICES CORPORATION 401(K) PLAN401(k)
Same employer
Similar plansManagement of Companies · New York
Warner Media, LLC NY$6.7B · 0.02%
Tnc US Holdings, Inc. NY$1.5B · 0.02%
Lvmh Inc. NY$1.1B
Beam Suntory Inc. NY$631.2M · 0.02%
Kroll, LLC NY$504.6M · 0.09%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 113635685 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.