Retirement plan

THE NATIONAL WORLD WAR II MUSEUM 401K PLAN

Name: THE NATIONAL WORLD WAR II MUSEUM, INC. - THE NATIONAL WORLD WAR II MUSEUM 401K PLAN (2024) Form 5500
Creator: THE NATIONAL WORLD WAR II MUSEUM, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE NATIONAL WORLD WAR II MUSEUM 401K PLAN, THE NATIONAL WORLD WAR II MUSEUM, INC.

THE NATIONAL WORLD WAR II MUSEUM, INC.EIN 72-1200790Plan #001PY 2024

945 MAGAZINE STREET - NEW ORLEANS, LA 70130504-528-1944nationalww2museum.orgLinkedIn201-500 employeesmuseums and institutions

Prospect flagsCorrective distributions

Top hat statement on fileNQDC

Filed June 30, 2026 (most recent of 3 filings on file)

Plan administrator

Plan administrator name— Sign in and upgrade to view

945 Magazine St.

New Orleans, LA 70130

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Plans declared (3)

The National World War II Museum, Inc. 457(f) Plan (For the Benefit of Stephen J. Watson)1 emp
The National World War II Museum, Inc. 457(f) Plan (For the Benefit of Cathy Green)1 emp
National World War II Museum, Inc. 457(f) Plan (For the Benefit of James Williams)1 emp

Total covered: 3 employees

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Total assets (EOY)

$13.6M

+2.9% from 2023

Total participants

381

+5.0% from 2023

Average account balance

$36,358

-1.8% from 2023

Annual return

13.68%

-1.86 pp from 2023

Benchmarks

See 489 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants250-999

Cohort489 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$13.60M

Not enough data

1 years with asset history on file

Average account balance

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

$36K

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.

374

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.

97.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.63M

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

+13.68%

Not enough data

1 years with return on file

Admin fee / account holder

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

$181

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

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Service providers

Top 2 by compensation

Provider	Service type	Compensation
TRANSAMERICA RETIREMENT SOLUTIONS5 years Service code 15 · EIN 13-3689044	Recordkeeping	$41,891
SECOND LINE CAPITAL LLC2 years Service code 16 · EIN 92-3387385	Consulting	$25,869

Plan features & details

Pension benefit codes2F2G2J2K2S2T3D3H

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.
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.
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

1 tripped

ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$68K

$242 / participant

Recordkeeping$42K61.8%
Investment mgmt$26K38.2%

% of EOY assets

0.498%

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: LAPORTE APAC
Auditor EIN: 721088864
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$36,358

$58,778-38.1%

$129,295-71.9%

$77,671-53.2%

Participation rate

97.5%

59.2%+38.3pp

69.6%+27.9pp

70.6%+26.9pp

Annual return

13.68%

24.73%-11.1pp

9429.28%-9415.6pp

31.21%-17.5pp

Employer contribution / active EE

$1,512

$1,952-22.5%

$4,157-63.6%

$2,726-44.5%

Participant deferral / active EE

$4,319

$3,212+34.4%

$4,169+3.6%

$4,648-7.1%

Admin fee / account holder

$181

$589-69.3%

$7,665-97.6%

$430-57.9%

Provider

Service type

Compensation

TRANSAMERICA RETIREMENT SOLUTIONS5 years

Service code 15 · EIN 13-3689044

Recordkeeping

$41,891

SECOND LINE CAPITAL LLC2 years

Service code 16 · EIN 92-3387385

Consulting

$25,869

THE NATIONAL WORLD WAR II MUSEUM 401K PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (3)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE NATIONAL WORLD WAR II MUSEUM 401K PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (3)

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