Plan Ledger DOL Form 5500 · updated monthly

National Association of Realtors401(k)

NATIONAL ASSOCIATION OF REALTORS SALARY REDUCTION PROFIT SHARING PLAN · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

National Association of Realtors reported $30,047 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,366 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 0.017% to 0.022%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other other services employers. By assets it is the 431st-largest of 3,702 plans among Illinois employers on file, and the 128th of 3,341 in other services. In 2024, employees put in $3.37 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$139,647,488
Participants with balances687
Active participants521
Employer contributions$1,753,946
Employee contributions$5,917,721
Employer contribution per active participant$3,366
Average account balance$203,271
Benefits paid to participants$18,568,310
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$139.6M · 687 accts · $1.8M emplr
2023$132.2M · 718 accts · $1.7M emplr
2022$114.3M · 686 accts · $1.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$6,573
Investment management$23,474
Total administrative$30,047
The National Association of Realtors 401(k) match · 2024
Employer contribution per active participant$3,366
Median for plans this size$3,635
2024$3,366 per active participant
2023$3,155 per active participant
2022$2,679 per active participant

National Association of Realtors's 2024 employer contribution ran below 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 · 20243
SCHWAB RETIREMENT PLAN SERVICES,INC · Recordkeeping · Investment advisory (participants)$22,208
FIDUCIENT ADVISORS LLC · Investment management$19,657

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

Recordkeeper by year2
2024Charles Schwab
2023Charles Schwab

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

Administrative cost history3
2024$30,047 · 0.02%
2023$24,920 · 0.02%
2022$21,805 · 0.02%
All plans at this employer2
NATIONAL ASSOCIATION OF REALTORS PENSION PLANMoney purchase plan
NATIONAL ASSOCIATION OF REALTORS SALARY REDUCTION PROFIT SHARING PLAN401(k)
Same employer
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Rotary International IL$170.4M · 0.06%
American Dental Association IL$127.0M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 361520690 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.