Plan Ledger DOL Form 5500 · updated monthly

North American Science Associates, LLC401(k)

NORTH AMERICAN SCIENCE ASSOCIATES, LLC PROFIT SHARING & 401(K) PLAN · NORTHWOOD, OH · plan year 2024

Reported admin expense ratio · 2024
0.13%

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

North American Science Associates, LLC reported $147,830 in plan administrative expenses for 2024: 0.13% of average plan assets, below the peer median. Employer contributions averaged $3,061 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 0.08% to 0.13%. 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 323rd-largest of 3,295 plans among Ohio employers on file, and the 1,274th of 11,654 in professional & technical services. In 2024, employees put in $3.23 for every $1.00 the employer contributed; active participation has shrunk from 1,104 to 888 since 2022.

Plan summary
Net assets, end of year$120,598,220
Participants with balances1,359
Active participants888
Employer contributions$2,718,140
Employee contributions$8,772,174
Employer contribution per active participant$3,061
Average account balance$88,740
Benefits paid to participants$19,606,962
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$120.6M · 1,359 accts · $2.7M emplr
2023$111.6M · 1,456 accts · $3.2M emplr
2022$89.3M · 1,430 accts · $3.0M emplr
Administrative expenses, itemized · 2024
Investment management$165,607
Audit (IQPA)$25,316
Total administrative$147,830
The North American Science Associates, LLC 401(k) match · 2024
Employer contribution per active participant$3,061
Median for plans this size$3,635
2024$3,061 per active participant
2023$3,036 per active participant
2022$2,720 per active participant

North American Science Associates, LLC's 2024 employer contribution ran below the $3,635 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 · 20244
CBIZ INVESTMENT ADVISORY SERVICES · Investment advisory (plan) · Investment management$140,677
REHMAN ROBSON · Accounting / audit$25,316
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$24,930
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processingindirect 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$147,830 · 0.13%
2023$89,029 · 0.09%
2022$70,740 · 0.08%
Same employer
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Burke, Inc. OH$129.0M
Tucker Ellis LLP OH$128.8M · 0.16%
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Quantum Health, Inc. OH$109.0M · 0.28%
Spitzer Management, Inc. OH$106.2M · 0.41%
Eastman & Smith LTD. OH$106.2M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 341020232 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.