Plan Ledger DOL Form 5500 · updated monthly

Nna Services, LLC401(k)

NNA SERVICES PROFIT SHARING 401(K) PLAN · CHATSWORTH, CA · plan year 2024

Reported admin expense ratio · 2024
0.18%

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

Nna Services, LLC reported $54,533 in plan administrative expenses for 2024: 0.18% of average plan assets, below the peer median. Employer contributions averaged $7,709 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 3 years on file its reported administrative ratio has held roughly steady near 0.18%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 2,489th-largest of 9,483 plans among California employers on file, and the 3,864th of 11,654 in professional & technical services. In 2024, the employer put in $1.93 for every $1.00 employees contributed themselves; active participation has shrunk from 286 to 244 since 2022.

Plan summary
Net assets, end of year$33,112,912
Participants with balances331
Active participants244
Employer contributions$1,881,106
Employee contributions$975,765
Employer contribution per active participant$7,709
Average account balance$100,039
Benefits paid to participants$1,752,746
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$33.1M · 331 accts · $1.9M emplr
2023$28.5M · 351 accts · $1.8M emplr
2022$22.5M · 340 accts · $2.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,108
Investment management$53,425
Total administrative$54,533
The Nna Services, LLC 401(k) match · 2024
Employer contribution per active participant$7,709
Median for plans this size$2,416
2024$7,709 per active participant
2023$6,860 per active participant
2022$9,215 per active participant

Nna Services, LLC's 2024 employer contribution ran above the $2,416 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
RETIREMENT WELLNESS GROUP LLC · Investment advisory (plan)$53,425
JPMORGAN INVEST HOLDINGS LLC$1,108

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$54,533 · 0.18%
2023$46,070 · 0.18%
2022$45,232 · 0.17%
Same employer
Similar plansProfessional & Technical Services · California
Poshmark, Inc. CA$33.4M · 0.02%
Buffini & Company, Inc. CA$33.2M · 0.07%
Imperative Care, Inc. CA$33.1M · 0.04%
Upstanding, LLC CA$32.8M · 0.26%

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Source: U.S. Department of Labor, Form 5500 series, EIN 461586301 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.