Plan Ledger DOL Form 5500 · updated monthly

The Cooperative League of the U.S.A.401(k)

NCBA CLUSA 401(K) RETIREMENT PLAN · WASHINGTON, DC · plan year 2024

Reported admin expense ratio · 2024
0.44%

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

The Cooperative League of the U.S.A. reported $63,239 in plan administrative expenses for 2024: 0.44% of average plan assets, above the peer median. Employer contributions averaged $6,756 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 3 years on file its reported administrative ratio has held roughly steady near 0.438%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in District of Columbia (382nd of 618), and the 1,298th of 3,341 in other services. In 2024, employees put in $1.30 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$14,823,350
Participants with balances137
Active participants62
Employer contributions$418,874
Employee contributions$542,676
Employer contribution per active participant$6,756
Average account balance$108,200
Benefits paid to participants$1,387,412
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$14.8M · 137 accts · $419K emplr
2023$14.0M · 137 accts · $408K emplr
2022$12.0M · 129 accts · $390K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$20,801
Investment management$42,438
Total administrative$63,239
The The Cooperative League of the U.S.A. 401(k) match · 2024
Employer contribution per active participant$6,756
Median for plans this size$2,416
2024$6,756 per active participant
2023$6,918 per active participant
2022$6,194 per active participant

The Cooperative League of the U.S.A.'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 · 20242
CPI QUALIFIED PLAN CONSULTANTS · Recordkeeping · Pension consulting$20,801
CREATIVE PLANNING · Investment advisory (plan)$42,437

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

Recordkeeper by year2
2024CPI QUALIFIED PLAN CONSULTANTS
2023CPI QUALIFIED PLAN CONSULTANTS

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Administrative cost history3
2024$63,239 · 0.44%
2023$60,784 · 0.47%
2022$57,263 · 0.44%
Similar plansOther Services · District of Columbia
National 4-H Council DC$15.3M · 0.40%
The One Campaign DC$13.8M · 0.34%
Defenders of Wildlife DC$13.7M · 0.47%

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Source: U.S. Department of Labor, Form 5500 series, EIN 362007481 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.