Plan Ledger DOL Form 5500 · updated monthly

National Restaurant Association401(k)

NATIONAL RESTAURANT ASSOCIATION SAVINGS & INVESTMENT PLAN · WASHINGTON, DC · plan year 2024

Reported admin expense ratio · 2024
0.10%

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

National Restaurant Association reported $68,239 in plan administrative expenses for 2024: 0.10% of average plan assets, below the peer median. Employer contributions averaged $5,978 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 0.44% to 0.10%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other other services employers. By assets it is the 119th-largest of 618 plans among District of Columbia employers on file, and the 293rd of 3,341 in other services. In 2024, employees put in $1.50 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$70,679,329
Participants with balances470
Active participants352
Employer contributions$2,104,385
Employee contributions$3,158,284
Employer contribution per active participant$5,978
Average account balance$150,382
Benefits paid to participants$6,960,850
Plan auditUnmodified (clean) audit opinion
AuditorRSM US
Plan history3
Yearassets · accounts · employer contribution
2024$70.7M · 470 accts · $2.1M emplr
2023$63.0M · 465 accts · $2.0M emplr
2022$53.4M · 438 accts · $1.8M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$46,497
Total administrative$68,239
The National Restaurant Association 401(k) match · 2024
Employer contribution per active participant$5,978
Median for plans this size$3,635
2024$5,978 per active participant
2023$5,658 per active participant
2022$5,342 per active participant

National Restaurant Association's 2024 employer contribution ran above the $3,635 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 · 20241
MERRILL LYNCH, PIERCE, FENNER AND S · Recordkeeping$37,738

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

Recordkeeper by year2
2024Bank of America / Merrill
2023Bank of America / Merrill

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

Administrative cost history3
2024$68,239 · 0.10%
2023$230,658 · 0.40%
2022$256,573 · 0.44%
Same employer
Similar plansOther Services · District of Columbia
Optical Society of America DC$67.4M · 0.15%
Ufcw International Union DC$67.4M · 0.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 361525480 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.