Retirement plan

NATIONAL TACTICAL OFFICERS ASSOCIAT ION 401(K) PLAN

Name: NATIONAL TACTICAL OFFICERS ASSOCIAT ION 401K PLAN - NATIONAL TACTICAL OFFICERS ASSOCIAT ION 401(K) PLAN (2024) Form 5500
Creator: NATIONAL TACTICAL OFFICERS ASSOCIAT ION 401K PLAN
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NATIONAL TACTICAL OFFICERS ASSOCIAT ION 401(K) PLAN, NATIONAL TACTICAL OFFICERS ASSOCIAT ION 401K PLAN

NATIONAL TACTICAL OFFICERS ASSOCIAT ION 401K PLANEIN 85-0402507Plan #001PY 2024

7150 CAMPUS DRIVE, SUITE 215 - COLORADO SPRINGS, CO 80920800-279-9137ntoa.orgLinkedIn11-50 employeeslaw enforcement

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$310K

+56.0% from 2023

Total participants

+33.3% from 2023

Average account balance

$34,468

+21.3% from 2023

Annual return

19.59%

-2.61 pp from 2023

Benchmarks

See 8,041 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort8,041 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$310K

Not enough data

1 years with asset history on file

Average account balance

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

$34K

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.

81.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$72K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+19.59%

Not enough data

1 years with return on file

Admin fee / account holder

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

$20

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 codes2E2F2G2J3D2T

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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$183

$17 / participant

Other / not subdivided$183100.0%

% of EOY assets

0.059%

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

$34,468

$72,465-52.4%

$67,575-49.0%

$145,884-76.4%

Participation rate

72.7%

76.9%-4.2pp

72.9%-0.2pp

80.3%-7.6pp

Annual return

19.59%

7222.56%-7203.0pp

3528.98%-3509.4pp

551.85%-532.3pp

Employer contribution / active EE

$2,084

$3,074-32.2%

$2,736-23.8%

$4,662-55.3%

Participant deferral / active EE

$4,502

$4,786-5.9%

$4,003+12.5%

$6,690-32.7%

Admin fee / account holder

$20

$5,515-99.6%

$3,993-99.5%

$13,392-99.8%

NATIONAL TACTICAL OFFICERS ASSOCIAT ION 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NATIONAL TACTICAL OFFICERS ASSOCIAT ION 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