Plan Ledger DOL Form 5500 · updated monthly

National Philanthropic Trust401(k)

NPT 401(K) PLAN · JENKINTOWN, PA · plan year 2024

Reported admin expense ratio · 2024
0.04%

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

National Philanthropic Trust reported $7,078 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $7,222 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 0.07% to 0.04%. 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 1,660th-largest of 3,651 plans among Pennsylvania employers on file, and the 1,148th of 3,341 in other services. In 2024, employees put in $1.32 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$17,677,333
Participants with balances214
Active participants186
Employer contributions$1,343,369
Employee contributions$1,772,807
Employer contribution per active participant$7,222
Average account balance$82,604
Benefits paid to participants$3,173,534
Plan auditUnmodified (clean) audit opinion
AuditorWIPFLI LLP
Plan history3
Yearassets · accounts · employer contribution
2024$17.7M · 214 accts · $1.3M emplr
2023$15.3M · 217 accts · $1.0M emplr
2022$10.7M · 158 accts · $897K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,500
Investment management$2,578
Total administrative$7,078
The National Philanthropic Trust 401(k) match · 2024
Employer contribution per active participant$7,222
Median for plans this size$2,416
2024$7,222 per active participant
2023$5,434 per active participant
2022$5,276 per active participant

National Philanthropic Trust's 2024 employer contribution ran above the $2,416 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 · 20241
THE VANGUARD GROUP, INC. · Loan processing · Recordkeeping$4,500

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$7,078 · 0.04%
2023$7,409 · 0.06%
2022$7,867 · 0.07%
Same employer
Similar plansOther Services · Pennsylvania
Natural Lands Trust, Inc. PA$21.8M · 0.16%
Nuna Baby Essentials Inc PA$21.1M · 0.07%
Gemma Services PA$18.3M · 0.37%
Towne Park, LLC PA$17.6M · 1.23%
Serge Global, Inc. PA$17.6M · 0.31%
American Reading Company PA$16.5M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 237825575 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.