Plan Ledger DOL Form 5500 · updated monthly

New York State Nurses Association401(k)

NEW YORK STATE NURSES ASSOCIATION 401(K) PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

New York State Nurses Association reported $3,050 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $0 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 0.016% to 0.019%. 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 2,753rd-largest of 5,648 plans among New York employers on file, and the 1,177th of 3,341 in other services. active participation has grown from 151 to 183 since 2022.

Plan summary
Net assets, end of year$17,076,868
Participants with balances161
Active participants183
Employer contributions$0
Employee contributions$1,409,491
Employer contribution per active participant$0
Average account balance$106,068
Benefits paid to participants$1,586,212
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$17.1M · 161 accts
2023$15.5M · 157 accts · $17K emplr
2022$13.8M · 148 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,050
Total administrative$3,050
The New York State Nurses Association 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$2,416

New York State Nurses Association's 2024 employer contribution ran below the $2,416 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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$3,050
KESTRA INVESTMENT SERVICES LLCindirect comp

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$3,050 · 0.02%
2023$2,700 · 0.02%
2022$2,350 · 0.02%
Same employer
Similar plansOther Services · New York
Uctie International Union NY$17.6M · 2.57%
Bestpass Inc NY$17.4M · 0.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 140923749 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.