Plan Ledger DOL Form 5500 · updated monthly

Nations Holding Company401(k)

THE HOLDING COMPANY 401(K) PLAN · MERRIAM, KS · plan year 2024

Reported admin expense ratio · 2024
0.76%

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

Nations Holding Company reported $60,918 in plan administrative expenses for 2024: 0.76% of average plan assets, above the peer median. Employer contributions averaged $430 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 0.76%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other finance & insurance employers. By assets it is among the smaller plans on file in Kansas (550th of 828), and 4,159th of 4,798 in finance & insurance. In 2024, employees put in $6.21 for every $1.00 the employer contributed; active participation has shrunk from 359 to 169 since 2022.

Plan summary
Net assets, end of year$8,171,668
Participants with balances192
Active participants169
Employer contributions$72,693
Employee contributions$451,355
Employer contribution per active participant$430
Average account balance$42,561
Benefits paid to participants$1,142,986
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$8.2M · 192 accts · $73K emplr
2023$7.9M · 267 accts · $97K emplr
2022$6.7M · 317 accts · $229K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$43,085
Investment management$17,833
Total administrative$60,918
The Nations Holding Company 401(k) match · 2024
Employer contribution per active participant$430
Median for plans this size$1,313
2024$430 per active participant
2023$617 per active participant
2022$637 per active participant

Nations Holding Company's 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom 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 · 20242
JPMORGAN INVEST HOLDINGS LLC$43,085
CREATIVE PLANNING LLC · Investment advisory (plan)$17,833

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

Administrative cost history3
2024$60,918 · 0.76%
2023$63,084 · 0.86%
2022$56,134 · 0.74%
Same employer
Similar plansFinance & Insurance · Kansas
Basys Processing, Inc. KS$10.6M · 0.60%
Cobalt Ventures, LLC KS$10.4M · 0.76%
First Federal Bank KS$10.0M · 0.32%
The Bennington State Bank KS$6.7M · 0.11%
Companion Protect LLC KS$4.0M · 0.53%

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Source: U.S. Department of Labor, Form 5500 series, EIN 481181732 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.