Plan Ledger DOL Form 5500 · updated monthly

Nash Johnson & Sons' Farm, Inc.401(k)

NASH JOHNSON & SONS' SVGS & RET PLAN · ROSE HILL, NC · plan year 2024

Reported admin expense ratio · 2024
0.49%

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

Nash Johnson & Sons' Farm, Inc. reported $264,688 in plan administrative expenses for 2024: 0.49% of average plan assets, higher than ~90% of peers. Employer contributions averaged $673 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 has held roughly steady near 0.49%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other agriculture, forestry & fishing employers. By assets it is the 342nd-largest of 2,005 plans among North Carolina employers on file, and the 84th of 945 in agriculture, forestry & fishing. In 2024, employees put in $1.95 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$56,912,991
Participants with balances2,788
Active participants3,395
Employer contributions$2,286,240
Employee contributions$4,451,421
Employer contribution per active participant$673
Average account balance$20,414
Benefits paid to participants$6,741,573
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$56.9M · 2,788 accts · $2.3M emplr
2023$50.5M · 2,471 accts · $1.9M emplr
2022$42.1M · 2,474 accts · $1.9M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$214,479
Investment management$50,209
Total administrative$264,688
The Nash Johnson & Sons' Farm, Inc. 401(k) match · 2024
Employer contribution per active participant$673
Median for plans this size$3,635
2024$673 per active participant
2023$675 per active participant
2022$546 per active participant

Nash Johnson & Sons' Farm, Inc.'s 2024 employer contribution ran below the $3,635 median for plans its size, in the bottom 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
ASCENSUS LLC · Loan processing · Recordkeeping$214,479
UBS FINANCIAL SERVICES · Investment advisory (plan)$34,266
RESOURCES INVESTMENT ADVISORS. · Investment advisory (plan)$15,281
ONE DIGITAL INVESTMENT ADVISORS$498
NEXTCAPITAL GROUP, INC.$165

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

Recordkeeper by year2
2024Ascensus
2023Ascensus

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

Administrative cost history3
2024$264,688 · 0.49%
2023$226,583 · 0.49%
2022$218,096 · 0.50%
Same employer
Similar plansAgriculture, Forestry & Fishing · North Carolina
Prestage Farms, Inc. NC$96.8M · 0.34%
Metrolina Greenhouses, Inc. NC$83.0M · 0.19%
Case Foods, Inc. NC$46.7M · 0.23%
Z.V. Pate, Inc. NC$31.2M · 0.38%

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Source: U.S. Department of Labor, Form 5500 series, EIN 560738561 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.