Plan Ledger DOL Form 5500 · updated monthly

Nurse-Family Partnership401(k)

THE NATIONAL SERVICE OFFICE 401K PLAN · DENVER, CO · plan year 2024

Reported admin expense ratio · 2024
0.71%

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

Nurse-Family Partnership reported $125,296 in plan administrative expenses for 2024: 0.71% of average plan assets, higher than ~90% of peers. Employer contributions averaged $10,928 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 0.01% to 0.71%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 560th-largest of 1,461 plans among Colorado employers on file, and the 3,903rd of 11,911 in health care & social assistance. In 2024, the employer put in $1.48 for every $1.00 employees contributed themselves; active participation has shrunk from 136 to 102 since 2022.

Plan summary
Net assets, end of year$18,434,827
Participants with balances182
Active participants102
Employer contributions$1,114,646
Employee contributions$753,143
Employer contribution per active participant$10,928
Average account balance$101,290
Benefits paid to participants$2,726,729
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$18.4M · 182 accts · $1.1M emplr
2023$17.1M · 203 accts · $1.4M emplr
2022$15.2M · 207 accts · $207K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$64,686
Investment management$60,610
Total administrative$125,296
The Nurse-Family Partnership 401(k) match · 2024
Employer contribution per active participant$10,928
Median for plans this size$2,416
2024$10,928 per active participant
2023$11,864 per active participant
2022$1,525 per active participant

Nurse-Family Partnership'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 · 20243
ADP, INC. · Loan processing · Recordkeeping$64,686
THE ASCENT GROUP, LLC · Recordkeeping · Pension consulting$39,110
METZ & ASSOCIATES,P LLC · Recordkeeping · Trustee$21,500

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024ADP, METZ & ASSOCIATES,P LLC, THE ASCENT GROUP, LLC
2023ADP, THE ASCENT GROUP, LLC

This plan has changed recordkeepers within these filings. If you left Nurse-Family Partnership before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$125,296 · 0.71%
2023$56,888 · 0.35%
2022$922 · 0.01%
Similar plansHealth Care & Social Assistance · Colorado
Hero Dvo LLC CO$19.3M · 0.80%
Transcarent, Inc. CO$18.6M · 0.10%
Summitstone Health Partners CO$18.0M · 0.23%

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Source: U.S. Department of Labor, Form 5500 series, EIN 200234163 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.