Plan Ledger DOL Form 5500 · updated monthly

National Association of College Stores401(k)

NATIONAL ASSOCIATION OF COLLEGE STORES EMPLOYEES TAX DEFERRED SAVINGS PLAN · OBERLIN, OH · plan year 2024

Reported admin expense ratio · 2024
0.22%

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

National Association of College Stores reported $43,064 in plan administrative expenses for 2024: 0.22% of average plan assets, below the peer median. Employer contributions averaged $2,321 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 fell from 0.52% to 0.22%. 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 1,322nd-largest of 3,295 plans among Ohio employers on file, and 1,596th of 3,091 in educational services. In 2024, employees put in $3.48 for every $1.00 the employer contributed; active participation has shrunk from 83 to 67 since 2022.

Plan summary
Net assets, end of year$19,998,930
Participants with balances129
Active participants67
Employer contributions$155,534
Employee contributions$541,068
Employer contribution per active participant$2,321
Average account balance$155,030
Benefits paid to participants$1,637,692
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$20.0M · 129 accts · $156K emplr
2023$18.3M · 138 accts · $165K emplr
2022$15.4M · 143 accts · $149K emplr
The National Association of College Stores 401(k) match · 2024
Employer contribution per active participant$2,321
Median for plans this size$2,416
2024$2,321 per active participant
2023$2,012 per active participant
2022$1,794 per active participant

National Association of College Stores'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
NATIONWIDE · Recordkeeping · Other services$36,001
MGO ONESEVEN INC. · Recordkeeping · Consulting$3,204
MGO ONESEVEN INVESTMENT ADVISORY · Investment advisory (participants) · Investment advisory (plan)$39,205

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

Recordkeeper by year2
2024MGO ONESEVEN INC., Nationwide
2023MGO INC., Nationwide

This plan has changed recordkeepers within these filings. If you left National Association of College Stores before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$43,064 · 0.22%
2023$92,476 · 0.55%
2022$89,374 · 0.52%
Similar plansEducational Services · Ohio
The Wellington School OH$22.8M · 0.21%
The Miami Valley School OH$20.2M · 0.08%
Lake Ridge Academy OH$17.8M · 0.07%
Old Trail School OH$17.0M · 0.24%
University of Rio Grande OH$16.9M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 340711559 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.