Retirement plan

THE NATIONAL ASSOCIATION FOR URBAN DEBATE LEAGUES 401(K) PLAN

Name: THE NATIONAL ASSOCIATION FOR URBAN DEBATE LEAGUES - THE NATIONAL ASSOCIATION FOR URBAN DEBATE LEAGUES 401(K) PLAN (2025) Form 5500
Creator: THE NATIONAL ASSOCIATION FOR URBAN DEBATE LEAGUES
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE NATIONAL ASSOCIATION FOR URBAN DEBATE LEAGUES 401(K) PLAN, THE NATIONAL ASSOCIATION FOR URBAN DEBATE LEAGUES

THE NATIONAL ASSOCIATION FOR URBAN DEBATE LEAGUESEIN 20-4323096Plan #001PY 2025

405 W. SUPERIOR STREET, SUITE 700 - CHICAGO, IL 60654203-969-5502

Prospect flagsHigh feesLow employer contribution

How to read this page

Total assets (EOY)

$149K

+65.3% from 2024

Total participants

0.0% from 2024

Average account balance

$24,820

+65.3% from 2024

Annual return

17.76%

+18.34 pp from 2024

Benchmarks

See 48,836 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort48,836 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$149K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$25K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

75.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$43K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+17.76%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$361

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2F2G2J2T3D

Plan features

2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$2K

$271 / participant

Other / not subdivided$2K100.0%

% of EOY assets

1.454%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$24,820

$70,366-64.7%

$66,674-62.8%

$138,895-82.1%

Participation rate

75.0%

76.2%-1.2pp

73.7%+1.3pp

79.9%-4.9pp

Annual return

17.76%

386.41%-368.6pp

321.24%-303.5pp

145.39%-127.6pp

Employer contribution / active EE

$2,765-100.0%

$2,620-100.0%

$4,194-100.0%

Participant deferral / active EE

$5,357

$4,374+22.5%

$4,084+31.2%

$6,396-16.3%

Admin fee / account holder

$361

$5,262-93.1%

$5,098-92.9%

$12,562-97.1%

THE NATIONAL ASSOCIATION FOR URBAN DEBATE LEAGUES 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE NATIONAL ASSOCIATION FOR URBAN DEBATE LEAGUES 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion