Plan Ledger DOL Form 5500 · updated monthly

National Futures Association401(k)

NATIONAL FUTURES ASSOCIATION EMPLOYEE RETIREMENT SAVINGS PLAN · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.00%

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

National Futures Association reported $7,635 in plan administrative expenses for 2024: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $16,203 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 0.001% to 0.003%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other other services employers. By assets it is the 237th-largest of 3,702 plans among Illinois employers on file, and the 46th of 3,341 in other services. In 2024, the employer put in $1.00 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$300,902,494
Participants with balances847
Active participants502
Employer contributions$8,133,985
Employee contributions$8,106,087
Employer contribution per active participant$16,203
Average account balance$355,257
Benefits paid to participants$18,018,033
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$300.9M · 847 accts · $8.1M emplr
2023$263.2M · 867 accts · $7.8M emplr
2022$218.7M · 845 accts · $7.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,300
Investment management$4,335
Total administrative$7,635
The National Futures Association 401(k) match · 2024
Employer contribution per active participant$16,203
Median for plans this size$4,294
2024$16,203 per active participant
2023$14,702 per active participant
2022$13,963 per active participant

National Futures Association's 2024 employer contribution ran above the $4,294 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 · 20242
SCHWAB RETIREMENT PLAN SERVICES INC · Recordkeeping · Investment advisory (participants)$7,635

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$7,635 · 0.00%
2023$5,300 · 0.00%
2022$2,700 · 0.00%
Same employer
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Jump Operations, LLC IL$405.1M · 0.04%
The Joint Commission IL$288.3M · 0.04%
Alzheimer's Association IL$276.9M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 362960981 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.