Plan Ledger DOL Form 5500 · updated monthly

Ncm Associates, Inc.401(k) + ESOP (KSOP)

NCM ASSOCIATES, INC. ESOP/401(K) PLAN · KANSAS CITY, MO · plan year 2024

Reported admin expense ratio · 2024
0.10%

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

Ncm Associates, Inc. reported $84,018 in plan administrative expenses for 2024: 0.10% of average plan assets, below the peer median. Employer contributions averaged $17,281 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 fell from 0.14% to 0.10%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 213th-largest of 1,393 plans among Missouri employers on file, and the 1,730th of 11,654 in professional & technical services. In 2024, the employer put in $2.59 for every $1.00 employees contributed themselves; active participation has grown from 182 to 227 since 2022.

Plan summary
Net assets, end of year$86,332,915
Participants with balances333
Active participants227
Employer contributions$3,922,766
Employee contributions$1,514,777
Employer contribution per active participant$17,281
Average account balance$259,258
Benefits paid to participants$11,404,222
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$86.3M · 333 accts · $3.9M emplr
2023$82.8M · 294 accts · $3.2M emplr
2022$64.6M · 268 accts · $1.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$48,163
Investment management$35,855
Total administrative$84,018
The Ncm Associates, Inc. 401(k) match · 2024
Employer contribution per active participant$17,281
Median for plans this size$3,635
2024$17,281 per active participant
2023$16,655 per active participant
2022$9,379 per active participant

Ncm Associates, Inc.'s 2024 employer contribution ran above the $3,635 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 · 20242
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$48,163
CREATIVE PLANNING INC · Contract administrator · Investment advisory (participants)$35,855

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$84,018 · 0.10%
2023$80,032 · 0.11%
2022$89,015 · 0.14%
Same employer
Similar plansProfessional & Technical Services · Missouri
Populous Group, LLC MO$94.9M · 0.18%
Ansira Partners II, LLC MO$80.9M · 0.35%
Brown & James, P.C. MO$73.4M · 0.13%
Gilmore & Bell, P.C. MO$72.5M · 0.17%
Intervision Systems, LLC MO$70.7M · 0.39%

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Source: U.S. Department of Labor, Form 5500 series, EIN 440648371 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.