Plan Ledger DOL Form 5500 · updated monthly

National Aquarium, Inc401(k)

NATIONAL AQUARIUM INC. 401(K) RETIREMENT SAVINGS PLAN · BALTIMORE, MD · plan year 2024

Reported admin expense ratio · 2024
0.19%

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

National Aquarium, Inc reported $48,260 in plan administrative expenses for 2024: 0.19% of average plan assets, below the peer median. Employer contributions averaged $1,764 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 0.14% to 0.19%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is the 520th-largest of 1,671 plans among Maryland employers on file, and the 347th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $2.66 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$26,654,908
Participants with balances486
Active participants356
Employer contributions$627,832
Employee contributions$1,668,072
Employer contribution per active participant$1,764
Average account balance$54,845
Benefits paid to participants$1,993,403
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$26.7M · 486 accts · $628K emplr
2023$23.6M · 482 accts · $582K emplr
2022$20.9M · 476 accts · $202K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,475
Audit (IQPA)$11,025
Total administrative$48,260
The National Aquarium, Inc 401(k) match · 2024
Employer contribution per active participant$1,764
Median for plans this size$2,416
2024$1,764 per active participant
2023$1,692 per active participant
2022$575 per active participant

National Aquarium, Inc's 2024 employer contribution ran below the $2,416 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 · 20243
T ROWE PRICE RPS INC · Recordkeeping · Trustee$3,475
ASSET STRATEGY CONSULTANTS · Consulting$14,560
CLIFTON LARSON ALLEN LLP · Accounting / audit$11,025

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

Recordkeeper by year2
2024T. Rowe Price
2023T. Rowe Price

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Administrative cost history3
2024$48,260 · 0.19%
2023$94,172 · 0.42%
2022$33,341 · 0.14%
Same employer
Similar plansArts, Entertainment & Recreation · Maryland
Chevy Chase Club, Inc. MD$30.1M · 0.03%
Columbia Country Club MD$12.2M · 0.54%

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Source: U.S. Department of Labor, Form 5500 series, EIN 521121163 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.