Plan Ledger DOL Form 5500 · updated monthly

Nucara Management Group, Inc.401(k)

NUCARA MANAGEMENT GROUP, INC. 401(K) PLAN · CONRAD, IA · plan year 2024

Reported admin expense ratio · 2024
0.14%

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

Nucara Management Group, Inc. reported $30,154 in plan administrative expenses for 2024: 0.14% of average plan assets, below the peer median. Employer contributions averaged $1,357 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 0.20% to 0.14%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is the 369th-largest of 878 plans among Iowa employers on file, and the 1,336th of 5,215 in retail trade. In 2024, employees put in $2.23 for every $1.00 the employer contributed; active participation has grown from 441 to 531 since 2022.

Plan summary
Net assets, end of year$22,388,237
Participants with balances338
Active participants531
Employer contributions$720,328
Employee contributions$1,606,428
Employer contribution per active participant$1,357
Average account balance$66,237
Benefits paid to participants$2,624,312
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$22.4M · 338 accts · $720K emplr
2023$19.8M · 336 accts · $665K emplr
2022$16.4M · 313 accts · $617K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$30,154
Total administrative$30,154
The Nucara Management Group, Inc. 401(k) match · 2024
Employer contribution per active participant$1,357
Median for plans this size$2,416
2024$1,357 per active participant
2023$1,493 per active participant
2022$1,400 per active participant

Nucara Management Group, 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 · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$30,154

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$30,154 · 0.14%
2023$30,412 · 0.17%
2022$34,193 · 0.20%
Same employer
Similar plansRetail Trade · Iowa
Arnold Motor Supply, LLP IA$28.1M · 0.40%
Sioux City Truck Sales IA$23.5M · 0.35%
Hartig Drug Company IA$19.9M · 0.43%
Onerorx, Inc. IA$18.4M · 0.54%

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Source: U.S. Department of Labor, Form 5500 series, EIN 134322286 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.