Plan Ledger DOL Form 5500 · updated monthly

The Nabholz Group, Inc.403(b)

NAB PENSION RETIREMENT PLAN & TRUST · CONWAY, AR · plan year 2024

Reported admin expense ratio · 2024
0.22%

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

The Nabholz Group, Inc. reported $319,876 in plan administrative expenses for 2024: 0.22% of average plan assets, above the peer median. Employer contributions averaged $3,272 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 0.22%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other construction employers. By assets it is the 29th-largest of 456 plans among Arkansas employers on file, and the 432nd of 5,337 in construction. In 2024, employees put in $1.83 for every $1.00 the employer contributed; active participation has grown from 1,160 to 1,466 since 2022.

Plan summary
Net assets, end of year$155,159,106
Participants with balances1,758
Active participants1,466
Employer contributions$4,796,810
Employee contributions$8,766,917
Employer contribution per active participant$3,272
Average account balance$88,259
Benefits paid to participants$9,506,438
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$155.2M · 1,758 accts · $4.8M emplr
2023$131.2M · 1,586 accts · $4.2M emplr
2022$105.1M · 1,447 accts · $3.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$113,605
Investment management$206,271
Total administrative$319,876
The The Nabholz Group, Inc. 401(k) match · 2024
Employer contribution per active participant$3,272
Median for plans this size$3,635
2024$3,272 per active participant
2023$3,228 per active participant
2022$2,977 per active participant

The Nabholz Group, Inc.'s 2024 employer contribution ran below the $3,635 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
TRANSAMERICA RETIREMENT SOLUTIONS · Claims processing · Recordkeeping$113,605
STEPHENS INC. · Consulting · Insurance services$206,271
NATIONAL FINANCIAL SERVICES · Securities brokerageindirect comp

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

Recordkeeper by year2
2024Transamerica
2023Transamerica

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$319,876 · 0.22%
2023$272,611 · 0.23%
2022$263,843 · 0.23%
Similar plansConstruction · Arkansas
Suntec Concrete, Inc. AZ$156.0M · 0.13%
West Virginia Laborers WV$155.1M · 0.70%
The Yates Companies, Inc. MS$154.1M · 0.43%

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Source: U.S. Department of Labor, Form 5500 series, EIN 710833356 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.