Plan Ledger DOL Form 5500 · updated monthly

Natural Lands Trust, Inc.403(b)

NATURAL LANDS RETIREMENT PLAN · MEDIA, PA · plan year 2024

Reported admin expense ratio · 2024
0.16%

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

Natural Lands Trust, Inc. reported $35,352 in plan administrative expenses for 2024: 0.16% of average plan assets, below the peer median. Employer contributions averaged $3,405 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 rose from 0.11% to 0.16%. 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 1,464th-largest of 3,651 plans among Pennsylvania employers on file, and the 991st of 3,341 in other services. In 2024, employees put in $1.79 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$21,795,329
Participants with balances154
Active participants100
Employer contributions$340,497
Employee contributions$607,847
Employer contribution per active participant$3,405
Average account balance$141,528
Benefits paid to participants$3,190,105
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$21.8M · 154 accts · $340K emplr
2023$21.5M · 138 accts · $311K emplr
2022$19.8M · 134 accts · $292K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$12,524
Investment management$22,828
Total administrative$35,352
The Natural Lands Trust, Inc. 401(k) match · 2024
Employer contribution per active participant$3,405
Median for plans this size$2,416
2024$3,405 per active participant
2023$3,146 per active participant
2022$2,916 per active participant

Natural Lands Trust, Inc.'s 2024 employer contribution ran above 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 · 20244
THE VANGUARD GROUP, INC. · Recordkeeping$11,144
THE MANDMARBLESTONE GROUP LLC · Plan administrator · Recordkeeping$1,380
TIAA · Contract administrator · Recordkeepingindirect comp
LPL FINANCIAL RPCP · Investment advisory (participants)$22,828

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

Recordkeeper by year2
2024THE MANDMARBLESTONE GROUP LLC, TIAA, Vanguard
2023THE MANDMARBLESTONE GROUP LLC, TIAA, Vanguard

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

Administrative cost history3
2024$35,352 · 0.16%
2023$30,377 · 0.15%
2022$23,364 · 0.11%
Similar plansOther Services · Pennsylvania
Hcsc Enterprises, Inc. PA$25.3M · 0.26%
Conco Services Corporation PA$23.3M · 0.34%
Niche.com, Inc. PA$23.1M · 0.28%
Kidspeace Corporation PA$22.4M · 0.37%
Nuna Baby Essentials Inc PA$21.1M · 0.07%
Gemma Services PA$18.3M · 0.37%

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Source: U.S. Department of Labor, Form 5500 series, EIN 236272818 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.