Plan Ledger DOL Form 5500 · updated monthly

Nsi Holdings, Inc.401(k)

NSI 401(K) PLAN · HUNTERSVILLE, NC · plan year 2024

Reported admin expense ratio · 2024
0.28%

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

Nsi Holdings, Inc. reported $139,199 in plan administrative expenses for 2024: 0.28% of average plan assets, below the peer median. Employer contributions averaged $1,598 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 0.20% to 0.28%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 372nd-largest of 2,005 plans among North Carolina employers on file, and the 813th of 4,246 in wholesale trade. In 2024, employees put in $2.55 for every $1.00 the employer contributed; active participation has grown from 456 to 1,277 since 2022.

Plan summary
Net assets, end of year$50,603,469
Participants with balances1,162
Active participants1,277
Employer contributions$2,040,212
Employee contributions$5,203,863
Employer contribution per active participant$1,598
Average account balance$43,549
Benefits paid to participants$10,234,692
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$50.6M · 1,162 accts · $2.0M emplr
2023$47.3M · 931 accts · $1.7M emplr
2022$21.8M · 339 accts · $790K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$85,895
Investment management$53,304
Total administrative$139,199
The Nsi Holdings, Inc. 401(k) match · 2024
Employer contribution per active participant$1,598
Median for plans this size$2,416
2024$1,598 per active participant
2023$1,764 per active participant
2022$1,732 per active participant

Nsi Holdings, Inc.'s 2024 employer contribution ran below the $2,416 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 · 20243
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$85,895
KESTRA INVESTMENT SERVICES LLC · Investment advisory (plan)$37,500
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$15,804

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$139,199 · 0.28%
2023$59,016 · 0.17%
2022$47,343 · 0.20%
Similar plansWholesale Trade · North Carolina
Polymershapes LLC NC$59.3M · 0.17%
L&M Companies, Inc. NC$50.3M · 0.18%
Okuma America Corporation NC$46.0M · 0.07%
Big Rock Sports LLC NC$40.4M · 0.34%

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Source: U.S. Department of Labor, Form 5500 series, EIN 561669688 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.