Plan Ledger DOL Form 5500 · updated monthly

Nisa Investment Advisors, LLC401(k)

NISA INVESTMENT ADVISORS, LLC PROFIT SHARING PLAN · ST. LOUIS, MO · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Nisa Investment Advisors, LLC reported $15,236 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $10,766 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 0.02% to 0.01%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other finance & insurance employers. By assets it is the 158th-largest of 1,393 plans among Missouri employers on file, and the 844th of 4,798 in finance & insurance. In 2024, employees put in $1.29 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$123,977,378
Participants with balances473
Active participants388
Employer contributions$4,177,162
Employee contributions$5,391,151
Employer contribution per active participant$10,766
Average account balance$262,109
Benefits paid to participants$5,776,501
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$124.0M · 473 accts · $4.2M emplr
2023$103.4M · 474 accts · $3.9M emplr
2022$78.1M · 447 accts · $3.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,800
Investment management$12,673
Total administrative$15,236
The Nisa Investment Advisors, LLC 401(k) match · 2024
Employer contribution per active participant$10,766
Median for plans this size$3,635
2024$10,766 per active participant
2023$10,037 per active participant
2022$9,524 per active participant

Nisa Investment Advisors, LLC'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
DEW WEALTH STRATEGIES, LLC · Investment advisory (participants)$12,673
CHARLES SCHWAB & CO, INC. · Securities brokerage$3,641

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$15,236 · 0.01%
2023$13,682 · 0.02%
2022$12,745 · 0.02%
Same employer
Similar plansFinance & Insurance · Missouri
Lumeris Healthcare Outcomes MO$165.6M · 0.12%
Moneta Group LLC MO$144.0M · 0.06%
Eps Nass Parent, Inc. MO$76.3M · 0.23%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 481140940 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.