What are the fees in the U.S. Space & Rocket Center Education Foundation 401(k) plan?

For plan year 2022, U.S. Space & Rocket Center Education Foundation reported $14,621 in plan administrative expenses, or 4.24% of average plan assets — higher than ~90% of peers. Fund-level expense ratios are not included in public filings.

What is the average account balance in the U.S. Space & Rocket Center Education Foundation 401(k)?

The average participant account balance was $3,358 for plan year 2022, based on 91 accounts.

U.S. Space & Rocket Center Education Foundation401(k)

Name: U.S. Space & Rocket Center Education Foundation 401(k) plan: Form 5500 data
Creator: U.S. Department of Labor

U.S. SPACE & ROCKET CENTER EDUCATION FOUNDATION 401(K) PLAN · HUNTSVILLE, AL · plan year 2022

Reported admin expense ratio · 2022

4.24%

U.S. Space & Rocket Center Education Foundation reported $14,621 in plan administrative expenses for 2022: 4.24% of average plan assets, higher than ~90% of peers. 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.

The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is among the smaller plans on file in Alabama (892nd of 902), and 1,287th of 1,311 in arts, entertainment & recreation.

Plan summary
Net assets, end of year$305,612
Participants with balances91
Active participants149
Employer contributions—
Employee contributions$45,474
Employer contribution per active participant—
Average account balance$3,358
Benefits paid to participants$64,366
Plan auditUnmodified (clean) audit opinion
AuditorBLACK & PINCKARD LLC

What these fees cost you

Your balance

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1

2022$14,621 · 4.24%

Same employer

U.S. Space & Rocket Center Education Foundation's health & benefits plan: carriers, premiums & broker pay

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Source: U.S. Department of Labor, Form 5500 series, EIN 631265839 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.