Retirement plan

NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE US 403(B) PLAN

Name: NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE UNITED STATES - NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE US 403(B) PLAN (2024) Form 5500
Creator: NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE UNITED STATES
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE US 403(B) PLAN, NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE UNITED STATES

NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE UNITED STATESEIN 53-0210807Plan #001PY 2024

600 14TH ST NW, SUITE 500 - WASHINGTON, DC 20005202-588-6000LinkedIn1-10 employeesmuseums and institutions

Other plans on this EIN

1 filing

#002Retirement-$21.1M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$25.2M

+11.1% from 2023

Total participants

479

-0.4% from 2023

Average account balance

$59,860

+8.8% from 2023

Annual return

14.42%

-2.93 pp from 2023

Benchmarks

See 487 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants250-999

Cohort487 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$25.20M

Not enough data

1 years with asset history on file

Average account balance

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

$60K

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.

421

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.

84.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.02M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+14.42%

Not enough data

1 years with return on file

Admin fee / account holder

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

$228

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 4 by compensation

Provider	Service type	Compensation
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044	Claims processing; Direct payment fro...	$59,418
BDO USA, LLP4 years Service code 10 · EIN 13-5381590	Accounting	$15,000
MERCER5 years Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 30-0282430	Advisory (Plan)	$14,513
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567	Securities brokerage commissions and ...	$0

Plan features & details

Pension benefit codes2F2G2L2M2T2S3H2E3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$96K

$260 / participant

Recordkeeping$59K62.0%
Investment mgmt$15K15.5%
Other / not subdivided$22K22.5%

% of EOY assets

0.380%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: BDO USA , P.C.
Auditor EIN: 135381590
Audit fees: $21,570
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$59,860

$58,911+1.6%

$129,384-53.7%

$77,736-23.0%

Participation rate

84.2%

59.4%+24.8pp

69.6%+14.6pp

70.6%+13.7pp

Annual return

14.42%

24.75%-10.3pp

9461.77%-9447.4pp

31.26%-16.8pp

Employer contribution / active EE

$1,955-100.0%

$4,153-100.0%

$2,728-100.0%

Participant deferral / active EE

$5,501

$3,220+70.8%

$4,166+32.0%

$4,651+18.3%

Admin fee / account holder

$228

$592-61.5%

$7,686-97.0%

$433-47.5%

Provider

Service type

Compensation

TRANSAMERICA RETIREMENT SOLUTIONS10+ years

Service code 12 · EIN 13-3689044

Claims processing; Direct payment fro...

$59,418

BDO USA, LLP4 years

Service code 10 · EIN 13-5381590

Accounting

$15,000

MERCER5 years

Filed as: MERCER INVESTMENTS LLC

Service code 27 · EIN 30-0282430

Advisory (Plan)

$14,513

NATIONAL FINANCIAL SERVICES10+ years

Service code 33 · EIN 04-3523567

Securities brokerage commissions and ...

NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE US 403(B) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE US 403(B) 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