Plan Ledger DOL Form 5500 · updated monthly

National Audubon Society Inc403(b)

NATIONAL AUDUBON SOCIETY TAX DEFERRED ANNUITY PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

National Audubon Society Inc reported $98,257 in plan administrative expenses for 2024: 0.08% of average plan assets, below the peer median. Employer contributions averaged $5,907 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 0.09% to 0.08%. 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 614th-largest of 5,648 plans among New York employers on file, and the 129th of 3,341 in other services. In 2024, employees put in $1.08 for every $1.00 the employer contributed; active participation has grown from 711 to 853 since 2022.

Plan summary
Net assets, end of year$139,531,723
Participants with balances1,381
Active participants853
Employer contributions$5,039,001
Employee contributions$5,458,559
Employer contribution per active participant$5,907
Average account balance$101,037
Benefits paid to participants$10,649,265
Plan auditDisclaimer of opinion
Plan history3
Yearassets · accounts · employer contribution
2024$139.5M · 1,381 accts · $5.0M emplr
2023$119.1M · 1,367 accts · $4.1M emplr
2022$97.9M · 1,336 accts · $4.2M emplr
Administrative expenses, itemized · 2024
Investment management$98,257
Total administrative$98,257
Employer contributions to the National Audubon Society Inc plan · 2024
Employer contribution per active participant$5,907
Median for plans this size$3,635
2024$5,907 per active participant
2023$5,456 per active participant
2022$5,929 per active participant

National Audubon Society Inc's 2024 employer contribution ran above 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 · 20245
TRANSAMERICA RETIREMENT SOLUTIONS · Claims processing · Recordkeeping$95,793
NATIONAL FINANCIAL SERIVCES · Securities brokerageindirect comp
MID ATLANTIC CAPITAL CORPORATION · Securities brokerageindirect comp
TIAA · Other servicesindirect comp

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

Recordkeeper by year2
2024Transamerica
2023Transamerica

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

Administrative cost history3
2024$98,257 · 0.08%
2023$102,370 · 0.09%
2022$95,026 · 0.09%
Same employer
Similar plansOther Services · New York
Council on Foreign Relations NY$164.6M · 0.06%
Christie's Inc. NY$148.3M · 0.07%
Csc Serviceworks, Inc. NY$133.3M · 0.17%
The Simons Foundation, Inc. NY$119.9M · 0.00%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 131624102 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.