Plan Ledger DOL Form 5500 · updated monthly

National Field Representatives, LLC.401(k)

NATIONAL FIELD REPRESENTATIVES 401(K) PROFIT SHARING PLAN & TRUST · CLAREMONT, NH · plan year 2025

Reported admin expense ratio · 2025
0.23%

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

National Field Representatives, LLC. reported $23,842 in plan administrative expenses for 2025: 0.23% of average plan assets, below the peer median. Employer contributions averaged $2,175 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 fell from 0.25% to 0.23%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in New Hampshire (249th of 411), and the 1,039th of 2,096 in real estate & leasing. In 2025, employees put in $1.57 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$11,168,487
Participants with balances207
Active participants165
Employer contributions$358,812
Employee contributions$562,012
Employer contribution per active participant$2,175
Average account balance$53,954
Benefits paid to participants$560,477
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$11.2M · 207 accts · $359K emplr
2024$9.4M · 210 accts · $334K emplr
2023$8.3M · 217 accts · $294K emplr
2022$8.3M · 208 accts · $292K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$10,167
Audit (IQPA)$13,675
Total administrative$23,842
The National Field Representatives, LLC. 401(k) match · 2025
Employer contribution per active participant$2,175
Median for plans this size$2,666
2025$2,175 per active participant
2024$1,965 per active participant
2023$1,636 per active participant
2022$1,783 per active participant

National Field Representatives, LLC.'s 2025 employer contribution ran below the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
TRANSAMERICA LIFE INSURANCE COMPANY · Recordkeeping · Loan processing$10,167
BDMP ASSURANCE, LLP · Accounting / audit$13,675

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

Recordkeeper by year3
2025Transamerica
2024Transamerica
2023Transamerica

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

Administrative cost history4
2025$23,842 · 0.23%
2024$8,890 · 0.10%
2023$9,425 · 0.11%
2022$22,207 · 0.25%
Same employer
Similar plansReal Estate & Leasing · New Hampshire
Cmg Cit Acquisition LLC NH$29.4M · 0.34%
Landvest, Inc. NH$23.5M · 0.01%
Colwen Management, Inc. NH$16.3M · 0.36%
Traincroft, Inc. NH$2.4M · 0.93%

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Source: U.S. Department of Labor, Form 5500 series, EIN 020451448 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.