Plan Ledger DOL Form 5500 · updated monthly

National Arbor Day Foundation401(k)

NATIONAL ARBOR DAY FOUNDATION 401(K) PLAN AND TRUST · LINCOLN, NE · plan year 2024

Reported admin expense ratio · 2024
0.49%

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

National Arbor Day Foundation reported $89,158 in plan administrative expenses for 2024: 0.49% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,451 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 0.33% to 0.49%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other educational services employers. By assets it is the 254th-largest of 565 plans among Nebraska employers on file, and 1,612th of 3,091 in educational services. In 2024, employees put in $2.04 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$19,514,434
Participants with balances463
Active participants510
Employer contributions$740,202
Employee contributions$1,511,825
Employer contribution per active participant$1,451
Average account balance$42,148
Benefits paid to participants$2,127,066
Plan auditUnmodified (clean) audit opinion
AuditorHBE LLP
Plan history3
Yearassets · accounts · employer contribution
2024$19.5M · 463 accts · $740K emplr
2023$16.7M · 445 accts · $633K emplr
2022$13.5M · 445 accts · $585K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$48,220
Investment management$40,938
Total administrative$89,158
The National Arbor Day Foundation 401(k) match · 2024
Employer contribution per active participant$1,451
Median for plans this size$2,416
2024$1,451 per active participant
2023$1,290 per active participant
2022$1,249 per active participant

National Arbor Day Foundation'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
DA DAVIDSON & CO · Investment advisory (plan)$35,518
EMPOWER ADVISORY GROUP, LLC · Investment management$5,420

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

Administrative cost history3
2024$89,158 · 0.49%
2023$74,167 · 0.49%
2022$47,522 · 0.33%
Same employer
Similar plansEducational Services · Nebraska
Doane University NE$47.7M · 0.21%
Midland University NE$21.9M · 0.27%
Brownell Talbot School NE$16.5M · 0.13%
Marian High School NE$10.7M · 0.11%
York University NE$2.6M · 0.39%

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Source: U.S. Department of Labor, Form 5500 series, EIN 237169265 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.