Plan Ledger DOL Form 5500 · updated monthly

Ncci Holdings, Inc.401(k)

NCCI HOLDINGS, INC. 401(K) SAVINGS PLAN · BOCA RATON, FL · plan year 2024

Reported admin expense ratio · 2024
0.06%

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

Ncci Holdings, Inc. reported $301,610 in plan administrative expenses for 2024: 0.06% of average plan assets, below the peer median. Employer contributions averaged $11,381 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 0.060% to 0.064%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other finance & insurance employers. By assets it is the 83rd-largest of 3,644 plans among Florida employers on file, and the 308th of 4,798 in finance & insurance. In 2024, employees put in $1.14 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$505,790,782
Participants with balances1,090
Active participants848
Employer contributions$9,651,011
Employee contributions$11,049,241
Employer contribution per active participant$11,381
Average account balance$464,028
Benefits paid to participants$24,278,767
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$505.8M · 1,090 accts · $9.7M emplr
2023$443.4M · 1,110 accts · $10.5M emplr
2022$369.2M · 1,106 accts · $11.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$60,431
Investment management$241,179
Total administrative$301,610
The Ncci Holdings, Inc. 401(k) match · 2024
Employer contribution per active participant$11,381
Median for plans this size$4,294
2024$11,381 per active participant
2023$12,264 per active participant
2022$13,117 per active participant

Ncci Holdings, Inc.'s 2024 employer contribution ran above the $4,294 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 · 20246
SCHWAB RETIREMENT PLAN SERVICES INC · Recordkeeping · Investment advisory (participants)$138,748
FISHER INVESTMENTS · Investment advisory (participants)$91,033
KENNON-GREEN & COMPANY LLC · Investment advisory (participants)$30,279
SIGNATURE INVESTMENT ADVISORS · Investment advisory (participants)$17,883
HERITAGE INVESTMENT GROUP · Investment advisory (participants)$16,815
CHARLES SCHWAB & CO., INC. · Securities brokerage$5,256

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

Recordkeeper by year2
2024Charles Schwab
2023Charles Schwab

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

Administrative cost history3
2024$301,610 · 0.06%
2023$261,177 · 0.06%
2022$237,900 · 0.06%
Same employer
Similar plansFinance & Insurance · Florida
Assuredpartners, Inc. FL$1.1B · 0.07%
Southstate Bank, N.A. FL$809.8M · 0.06%
Eimfl LLC FL$457.5M · 0.02%
Ocwen Financial Corporation FL$335.2M · 0.03%
Brp Colleague, Inc. FL$295.1M · 0.13%

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Source: U.S. Department of Labor, Form 5500 series, EIN 522225042 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.