Plan Ledger DOL Form 5500 · updated monthly

The National World War II Museum, Inc.401(k)

THE NATIONAL WORLD WAR II MUSEUM 401K PLAN · NEW ORLEANS, LA · plan year 2024

Reported admin expense ratio · 2024
0.51%

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

The National World War II Museum, Inc. reported $67,760 in plan administrative expenses for 2024: 0.51% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,512 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 0.42% to 0.51%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is the 350th-largest of 884 plans among Louisiana employers on file, and the 560th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $2.86 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$13,597,768
Participants with balances374
Active participants280
Employer contributions$423,436
Employee contributions$1,209,199
Employer contribution per active participant$1,512
Average account balance$36,358
Benefits paid to participants$3,062,121
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$13.6M · 374 accts · $423K emplr
2023$13.2M · 357 accts · $396K emplr
2022$11.1M · 328 accts · $327K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$41,891
Investment management$25,869
Total administrative$67,760
The The National World War II Museum, Inc. 401(k) match · 2024
Employer contribution per active participant$1,512
Median for plans this size$2,416
2024$1,512 per active participant
2023$1,460 per active participant
2022$1,191 per active participant

The National World War II Museum, 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 · 20242
TRANSAMERICA RETIREMENT SOLUTIONS · Recordkeeping · Loan processing$41,891
SECOND LINE CAPITAL LLC · Investment advisory (plan) · Consulting$25,869

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$67,760 · 0.51%
2023$55,305 · 0.46%
2022$50,089 · 0.42%
Same employer
Similar plansArts, Entertainment & Recreation · Louisiana

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Source: U.S. Department of Labor, Form 5500 series, EIN 721200790 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.