Plan Ledger DOL Form 5500 · updated monthly

National September 11 Memorial and Museum at the World Trade Center403(b)

NATIONAL SEPTEMBER 11 MEMORIAL & MUSEUM 403(B) PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.16%

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

National September 11 Memorial and Museum at the World Trade Center reported $62,003 in plan administrative expenses for 2024: 0.16% of average plan assets, below the peer median. Employer contributions averaged $5,931 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 has held roughly steady near 0.157%. 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 1,534th-largest of 5,648 plans among New York employers on file, and the 511th of 3,341 in other services. In 2024, the employer put in $1.13 for every $1.00 employees contributed themselves; active participation has grown from 212 to 293 since 2022.

Plan summary
Net assets, end of year$42,480,620
Participants with balances617
Active participants293
Employer contributions$1,737,645
Employee contributions$1,537,378
Employer contribution per active participant$5,931
Average account balance$68,850
Benefits paid to participants$2,740,679
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$42.5M · 617 accts · $1.7M emplr
2023$36.7M · 557 accts · $1.3M emplr
2022$30.3M · 497 accts · $857K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$25,978
Investment management$26,225
Audit (IQPA)$9,800
Total administrative$62,003
Employer contributions to the National September 11 Memorial and Museum at the World Trade Center plan · 2024
Employer contribution per active participant$5,931
Median for plans this size$2,416
2024$5,931 per active participant
2023$5,211 per active participant
2022$4,041 per active participant

National September 11 Memorial and Museum at the World Trade Center'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 · 20243
TIAA · Recordkeeping · Pension consulting$26,053
CAPFINANCIAL PARTNERS, LLC · Investment management$26,225
PKF O'CONNOR DAVIES LLP · Accounting / audit$9,800

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

Recordkeeper by year2
2024TIAA
2023TIAA

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

Administrative cost history3
2024$62,003 · 0.16%
2023$60,557 · 0.18%
2022$52,283 · 0.16%
Same employer
Similar plansOther Services · New York
Unitex Textile Services LLC NY$43.1M · 0.04%
Welllife Network Inc. NY$41.2M · 0.05%
Lgi Services, LLC NY$40.0M · 0.41%
Help USA, Inc. NY$37.6M · 0.94%

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Source: U.S. Department of Labor, Form 5500 series, EIN 611745872 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.