Retirement plan

NATIONAL ASSOCIATION OF GOVERN 401(K) PROFIT SHARING PLAN & TRUST

Name: NATIONAL ASSOCIATION OF GOVERN - NATIONAL ASSOCIATION OF GOVERN 401(K) PROFIT SHARING PLAN & TRUST (2025) Form 5500
Creator: NATIONAL ASSOCIATION OF GOVERN
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NATIONAL ASSOCIATION OF GOVERN 401(K) PROFIT SHARING PLAN & TRUST, NATIONAL ASSOCIATION OF GOVERN

NATIONAL ASSOCIATION OF GOVERNEIN 81-2340234Plan #001PY 2025

11330 LEGACY DR STE 304 - FRISCO, TX 750331217405-880-0210

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$8.1M

+23.3% from 2024

Total participants

0.0% from 2024

Average account balance

$575,104

+23.3% from 2024

Annual return

15.74%

+0.29 pp from 2024

Benchmarks

See 25,286 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort25,286 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$8.05M

Not enough data

1 years with asset history on file

Average account balance

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

$575K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$692K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$49K

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

+15.74%

Not enough data

1 years with return on file

Admin fee / account holder

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

$15588

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 codes2E2F2G2J2T3D

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.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$218K

$15588 / participant

Other / not subdivided$218K100.0%

% of EOY assets

2.711%

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

$575,104

$102,595+460.6%

$94,057+511.4%

$154,746+271.6%

Participation rate

100.0%

76.0%+24.0pp

73.3%+26.7pp

80.7%+19.3pp

Annual return

15.74%

583.42%-567.7pp

480.62%-464.9pp

172.34%-156.6pp

Employer contribution / active EE

$37,723

$3,147+1098.6%

$2,933+1186.1%

$4,379+761.4%

Participant deferral / active EE

$11,724

$5,118+129.1%

$4,709+148.9%

$6,730+74.2%

Admin fee / account holder

$15,588

$7,736+101.5%

$7,244+115.2%

$14,365+8.5%

NATIONAL ASSOCIATION OF GOVERN 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NATIONAL ASSOCIATION OF GOVERN 401(K) PROFIT SHARING PLAN & TRUST

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