Plan Ledger DOL Form 5500 · updated monthly

Nta, Inc.401(k)

NTA, INC. 401(K) PLAN · HUNTSVILLE, AL · plan year 2024

Reported admin expense ratio · 2024
0.16%

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

Nta, Inc. reported $124,466 in plan administrative expenses for 2024: 0.16% of average plan assets, above the peer median. Employer contributions averaged $18,520 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 0.17% to 0.16%. 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 88th-largest of 902 plans among Alabama employers on file, and the 1,756th of 11,654 in professional & technical services. In 2024, the employer put in $1.38 for every $1.00 employees contributed themselves; active participation has grown from 176 to 216 since 2022.

Plan summary
Net assets, end of year$84,764,822
Participants with balances262
Active participants216
Employer contributions$4,000,310
Employee contributions$2,898,232
Employer contribution per active participant$18,520
Average account balance$323,530
Benefits paid to participants$4,168,834
Plan auditUnmodified (clean) audit opinion
AuditorBMSS LLC
Plan history3
Yearassets · accounts · employer contribution
2024$84.8M · 262 accts · $4.0M emplr
2023$70.8M · 236 accts · $3.7M emplr
2022$55.0M · 219 accts · $3.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$27,519
Investment management$96,947
Total administrative$124,466
The Nta, Inc. 401(k) match · 2024
Employer contribution per active participant$18,520
Median for plans this size$3,635
2024$18,520 per active participant
2023$18,966 per active participant
2022$19,778 per active participant

Nta, Inc.'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 · 20243
MORGAN STANLEY SMITH BARNEY LLC · Investment advisory (participants)$88,776
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$8,171

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$124,466 · 0.16%
2023$103,969 · 0.17%
2022$98,701 · 0.17%
Same employer
Similar plansProfessional & Technical Services · Alabama
Tom McLeod Software Corp. AL$86.3M · 0.16%
Lyons & Company, Inc. AL$79.9M · 1.09%
Dese Research, Inc. AL$70.7M · 0.12%
Starnes Davis Florie LLP AL$65.1M · 0.41%

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Source: U.S. Department of Labor, Form 5500 series, EIN 631071009 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.