Plan Ledger DOL Form 5500 · updated monthly

National Valuation Consultants, Inc.401(k)

NATIONAL VALUATION CONSULTANTS, INC. 401(K) PLAN · CENTENNIAL, CO · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

National Valuation Consultants, Inc. reported $4,517 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,760 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 1 year on file its reported administrative ratio fell from 0.04% to 0.02%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 452nd-largest of 1,461 plans among Colorado employers on file, and the 574th of 2,096 in real estate & leasing. In 2024, employees put in $7.19 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$23,299,236
Participants with balances117
Active participants103
Employer contributions$181,305
Employee contributions$1,303,918
Employer contribution per active participant$1,760
Average account balance$199,139
Benefits paid to participants$226,516
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$23.3M · 117 accts · $181K emplr
2023$19.2M · 112 accts · $195K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,775
Investment management$1,742
Total administrative$4,517
The National Valuation Consultants, Inc. 401(k) match · 2024
Employer contribution per active participant$1,760
Median for plans this size$2,416
2024$1,760 per active participant
2023$1,987 per active participant

National Valuation Consultants, Inc.'s 2024 employer contribution ran below 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 · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$2,875

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

Administrative cost history2
2024$4,517 · 0.02%
2023$7,289 · 0.04%
Similar plansReal Estate & Leasing · Colorado
Yes Management, LLC CO$33.6M · 0.53%
The Laramar Group, LLC CO$27.6M · 0.37%
East West Partners, LLC CO$27.4M · 0.31%
Bethesda Associates CO$20.6M · 0.17%
Redaptive, Inc. CO$19.6M · 0.22%

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Source: U.S. Department of Labor, Form 5500 series, EIN 841181072 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.