Plan Ledger DOL Form 5500 · updated monthly

National Kidney Foundation, Inc.403(b)

NATIONAL KIDNEY FOUNDATION RETIREMENT SAVINGS PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.73%

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

National Kidney Foundation, Inc. reported $242,034 in plan administrative expenses for 2024: 0.73% of average plan assets, higher than ~90% of peers. Employer contributions averaged $3,492 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 0.47% to 0.73%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is the 1,783rd-largest of 5,648 plans among New York employers on file, and the 630th of 3,341 in other services. In 2024, employees put in $2.37 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$34,450,111
Participants with balances291
Active participants177
Employer contributions$618,119
Employee contributions$1,466,261
Employer contribution per active participant$3,492
Average account balance$118,385
Benefits paid to participants$3,533,838
Plan auditDisclaimer of opinion
Plan history3
Yearassets · accounts · employer contribution
2024$34.5M · 291 accts · $618K emplr
2023$31.5M · 294 accts · $601K emplr
2022$26.1M · 283 accts · $595K emplr
Employer contributions to the National Kidney Foundation, Inc. plan · 2024
Employer contribution per active participant$3,492
Median for plans this size$2,416
2024$3,492 per active participant
2023$3,355 per active participant
2022$3,400 per active participant

National Kidney Foundation, Inc.'s 2024 employer contribution ran above the $2,416 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 · 20242
THE VANGUARD GROUP, INC. · Recordkeeping · Custodial (securities)$52,282
FOCUSED WEALTH MANAGEMENT · Investment advisory (plan)$190,402

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

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

Administrative cost history3
2024$242,034 · 0.73%
2023$127,604 · 0.44%
2022$132,419 · 0.47%
Same employer
Similar plansOther Services · New York
Qsac, Inc. NY$34.7M · 0.18%
Persistent Systems LLC NY$34.4M · 0.19%
T. & G. Industries, Inc. NY$33.5M · 0.34%
Lifetime Assistance, Inc. NY$33.4M · 0.42%

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Source: U.S. Department of Labor, Form 5500 series, EIN 131673104 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.