Plan Ledger DOL Form 5500 · updated monthly

US National Whitewater Center401(k)

US NATIONAL WHITEWATER CENTER 401K PLAN · CHARLOTTE, NC · plan year 2024

Reported admin expense ratio · 2024
3.76%

US National Whitewater Center reported $65,165 in plan administrative expenses for 2024: 3.76% 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 $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is among the smaller plans on file in North Carolina (1,772nd of 2,005), and 1,148th of 1,311 in arts, entertainment & recreation.

Plan summary
Net assets, end of year$2,029,326
Participants with balances631
Active participants442
Employer contributions—
Employee contributions$506,669
Employer contribution per active participant—
Average account balance$3,216
Benefits paid to participants$100,405
Plan auditUnmodified (clean) audit opinion
AuditorAC CPA, PLLC
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$65,165
Total administrative$65,165
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$57,323
KESTRA ADVISORY SERVICES · Recordkeeping · Trustee$7,841
ADP BROKER-DEALERindirect comp

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

Administrative cost history1
2024$65,165 · 3.76%
Similar plansArts, Entertainment & Recreation · North Carolina
World Racing Group, Inc. NC$2.5M · 0.88%
Greensboro Science Center NC$2.1M · 0.75%
Bald Head Island Club NC$1.4M · 0.11%
Otgp Management, LLC NC$638K · 0.37%
Ajt Holding LLC NC$605K · 4.55%

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Source: U.S. Department of Labor, Form 5500 series, EIN 562247955 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.