Plan Ledger DOL Form 5500 · updated monthly

National Trust for Historic Preservation in the United States403(b)

NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE US 403(B) PLAN · WASHINGTON, DC · plan year 2024

Reported admin expense ratio · 2024
0.40%

National Trust for Historic Preservation in the United States reported $95,838 in plan administrative expenses for 2024: 0.40% of average plan assets, above the peer median. 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 0.50% to 0.40%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is the 288th-largest of 618 plans among District of Columbia employers on file, and the 359th of 1,311 in arts, entertainment & recreation. active participation has grown from 312 to 368 since 2022.

Plan summary
Net assets, end of year$25,169,197
Participants with balances421
Active participants368
Employer contributions—
Employee contributions$2,024,198
Employer contribution per active participant—
Average account balance$59,784
Benefits paid to participants$2,766,743
Plan auditUnmodified (clean) audit opinion
AuditorBDO USA , P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$25.2M · 421 accts
2023$22.7M · 412 accts
2022$20.2M · 368 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$59,418
Investment management$14,850
Audit (IQPA)$21,570
Total administrative$95,838
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 · 20244
TRANSAMERICA RETIREMENT SOLUTIONS · Claims processing · Recordkeeping$59,418
BDO USA, LLP · Accounting / audit$15,000
MERCER INVESTMENTS LLC · Investment advisory (plan)$14,513
NATIONAL FINANCIAL SERVICES · Securities brokerageindirect comp

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

Recordkeeper by year2
2024Transamerica
2023Transamerica

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

Administrative cost history3
2024$95,838 · 0.40%
2023$79,353 · 0.37%
2022$110,453 · 0.50%
All plans at this employer2
NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE US 403(B) PLAN403(b)
NATIONAL TRUST FOR HISTORIC PRESERVATION DEFINED CONTRIBUTION PENSION PLANMoney purchase plan
Same employer
Similar plansArts, Entertainment & Recreation · District of Columbia
The Phillips Collection DC$16.9M · 0.30%

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Source: U.S. Department of Labor, Form 5500 series, EIN 530210807 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.