Plan Ledger DOL Form 5500 · updated monthly

Nfo, Inc.401(k)

NFO, INC. 401(K) RETIREMENT SAVINGS PLAN · AMES, IA · plan year 2024

Reported admin expense ratio · 2024
0.38%

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

Nfo, Inc. reported $35,850 in plan administrative expenses for 2024: 0.38% of average plan assets, below the peer median. Employer contributions averaged $870 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 0.35% to 0.38%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Iowa (585th of 878), and 1,675th of 3,341 in other services. In 2024, employees put in $3.36 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$9,816,294
Participants with balances117
Active participants129
Employer contributions$112,259
Employee contributions$376,702
Employer contribution per active participant$870
Average account balance$83,900
Benefits paid to participants$695,364
Plan auditUnmodified (clean) audit opinion
AuditorRSM-US
Plan history3
Yearassets · accounts · employer contribution
2024$9.8M · 117 accts · $112K emplr
2023$8.9M · 120 accts · $111K emplr
2022$7.9M · 119 accts · $114K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$20,308
Investment management$15,542
Total administrative$35,850
The Nfo, Inc. 401(k) match · 2024
Employer contribution per active participant$870
Median for plans this size$1,313
2024$870 per active participant
2023$794 per active participant
2022$847 per active participant

Nfo, Inc.'s 2024 employer contribution ran below the $1,313 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 · 20242
NEWPORT GROUP, INC. · Recordkeeping · Loan processing$20,308
PNC INSTITUTIONAL ASSET MANAGEMENT · Investment advisory (plan)$15,542

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$35,850 · 0.38%
2023$27,115 · 0.32%
2022$30,831 · 0.35%
Similar plansOther Services · Iowa
Hupp Electric Motors, Inc. IA$25.0M · 0.03%
Clickstop, Inc. IA$15.4M · 0.50%
A to Z Drying, Inc. IA$12.4M · 0.33%
C.R.I.C. LTD. IA$7.4M · 0.78%

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Source: U.S. Department of Labor, Form 5500 series, EIN 420761300 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.