Retirement plan

NATIONAL INSTITUTE OF AEROSPACE ASSOCIATES DEFINED CONTRIBUTION AND TDA PLAN

Name: NATIONAL INSTITUTE OF AEROSPACE ASSOCIATES DBA NATIONAL INSTITUTE OF A - NATIONAL INSTITUTE OF AEROSPACE ASSOCIATES DEFINED CONTRIBUTION AND TDA PLAN (2025) Form 5500
Creator: NATIONAL INSTITUTE OF AEROSPACE ASSOCIATES DBA NATIONAL INSTITUTE OF A
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NATIONAL INSTITUTE OF AEROSPACE ASSOCIATES DEFINED CONTRIBUTION AND TDA PLAN, NATIONAL INSTITUTE OF AEROSPACE ASSOCIATES DBA NATIONAL INSTITUTE OF A

NATIONAL INSTITUTE OF AEROSPACE ASSOCIATES DBA NATIONAL INSTITUTE OF AEIN 54-2065665Plan #001PY 2025

1100 EXPLORATION WAY - HAMPTON, VA 236666266757-325-6700

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$38M

+3.2% from 2024

Total participants

221

-15.6% from 2024

Average account balance

$176,526

+25.8% from 2024

Annual return

13.50%

+0.57 pp from 2024

Benchmarks

See 2,213 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants25-99

Cohort2,213 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$37.95M

Not enough data

1 years with asset history on file

Average account balance

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

$177K

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.

215

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.

89.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$493K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+13.50%

Not enough data

1 years with return on file

Admin fee / account holder

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

$129

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 3 by compensation

Provider	Service type	Compensation
PBMARES, LLP2 years Service code 10 · EIN 54-0737372	Accounting	$15,000
PENTEGRA SERVICES, INC.1 year Service code 14 · EIN 13-3745616	Plan Administrator	$9,503
TIAA11+ years Service code 15 · EIN 13-1624203	Recordkeeping	$3,215

Plan features & details

Pension benefit codes2F2G2K2L2T3D

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$28K

$495 / participant

Recordkeeping$3K11.6%
Contract admin$10K34.3%
Other / not subdivided$15K54.1%

% of EOY assets

0.073%

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: PBMARES, LLP
Auditor EIN: 540737372
Audit fees: $15,000
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$176,526

$50,554+249.2%

$67,681+160.8%

$87,485+101.8%

Participation rate

89.3%

67.7%+21.6pp

73.7%+15.6pp

68.9%+20.4pp

Annual return

13.50%

17.81%-4.3pp

590.58%-577.1pp

26.06%-12.6pp

Employer contribution / active EE

$3,441

$1,988+73.1%

$2,678+28.5%

$2,596+32.6%

Participant deferral / active EE

$5,362

$2,961+81.1%

$3,976+34.9%

$4,274+25.5%

Admin fee / account holder

$129

$4,132-96.9%

$6,100-97.9%

$7,775-98.3%

Provider

Service type

Compensation

PBMARES, LLP2 years

Service code 10 · EIN 54-0737372

Accounting

$15,000

PENTEGRA SERVICES, INC.1 year

Service code 14 · EIN 13-3745616

Plan Administrator

$9,503

TIAA11+ years

Service code 15 · EIN 13-1624203

Recordkeeping

$3,215

NATIONAL INSTITUTE OF AEROSPACE ASSOCIATES DEFINED CONTRIBUTION AND TDA PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NATIONAL INSTITUTE OF AEROSPACE ASSOCIATES DEFINED CONTRIBUTION AND TDA 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