Plan Ledger DOL Form 5500 · updated monthly

NASA Federal Credit Union401(k)

NASA FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN & TRUST · BOWIE, MD · plan year 2024

Reported admin expense ratio · 2024
0.29%

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

NASA Federal Credit Union reported $189,679 in plan administrative expenses for 2024: 0.29% of average plan assets, higher than ~75% of peers. Employer contributions averaged $5,064 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 rose from 0.25% to 0.29%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other finance & insurance employers. By assets it is the 238th-largest of 1,671 plans among Maryland employers on file, and the 1,278th of 4,798 in finance & insurance. In 2024, employees put in $1.64 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$71,700,810
Participants with balances496
Active participants399
Employer contributions$2,020,385
Employee contributions$3,317,623
Employer contribution per active participant$5,064
Average account balance$144,558
Benefits paid to participants$3,163,611
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$71.7M · 496 accts · $2.0M emplr
2023$60.8M · 472 accts · $1.9M emplr
2022$49.2M · 460 accts · $1.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$129,312
Investment management$60,367
Total administrative$189,679
The NASA Federal Credit Union 401(k) match · 2024
Employer contribution per active participant$5,064
Median for plans this size$3,635
2024$5,064 per active participant
2023$5,032 per active participant
2022$4,574 per active participant

NASA Federal Credit Union'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
CMFG LIFE INSURANCE COMPANY · Recordkeeping · Pension consulting$123,587
MEMBERS CAPITAL ADVISORS, INC. · Investment advisory (plan)$60,367

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

Recordkeeper by year2
2024TruStage (CUNA Mutual)
2023TruStage (CUNA Mutual)

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

Administrative cost history3
2024$189,679 · 0.29%
2023$154,582 · 0.28%
2022$128,169 · 0.25%
Same employer
Similar plansFinance & Insurance · Maryland
Ullico Inc. MD$104.3M · 0.05%
Campbell & Company, LP MD$95.2M · 0.02%
Shore United Bank MD$71.8M · 0.22%
Eaglebank MD$66.0M · 0.19%
Profund Advisors LLC MD$65.3M · 0.20%

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Source: U.S. Department of Labor, Form 5500 series, EIN 530258248 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.