Plan Ledger DOL Form 5500 · updated monthly

National Constitution Center401(k)

NATIONAL CONSTITUTION CENTER RETIREMENT SAVINGS PLAN · PHILADELPHIA, PA · plan year 2024

Reported admin expense ratio · 2024
0.78%

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

National Constitution Center reported $70,803 in plan administrative expenses for 2024: 0.78% of average plan assets, above the peer median. Employer contributions averaged $2,440 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 3 years on file its reported administrative ratio has held roughly steady near 0.78%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is among the smaller plans on file in Pennsylvania (2,307th of 3,651), and 687th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $1.86 for every $1.00 the employer contributed; active participation has grown from 89 to 116 since 2022.

Plan summary
Net assets, end of year$9,799,438
Participants with balances158
Active participants116
Employer contributions$283,014
Employee contributions$526,817
Employer contribution per active participant$2,440
Average account balance$62,022
Benefits paid to participants$538,476
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$9.8M · 158 accts · $283K emplr
2023$8.4M · 137 accts · $208K emplr
2022$6.7M · 127 accts · $193K emplr
Administrative expenses, itemized · 2024
Investment management$70,803
Total administrative$70,803
The National Constitution Center 401(k) match · 2024
Employer contribution per active participant$2,440
Median for plans this size$1,313
2024$2,440 per active participant
2023$1,982 per active participant
2022$2,169 per active participant

National Constitution Center's 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top quarter of its peers. 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
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$38,217
RETIREWELL ADMINISTRATORS, INC. · Contract administrator$15,120

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$70,803 · 0.78%
2023$58,180 · 0.77%
2022$57,733 · 0.79%
Similar plansArts, Entertainment & Recreation · Pennsylvania
Highlands Ventures, LLC PA$12.8M · 0.39%
The Merion Cricket Club PA$11.8M · 0.45%
Kimmel Center, Inc. PA$9.2M · 0.35%

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Source: U.S. Department of Labor, Form 5500 series, EIN 232434447 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.