Recordkeeping fees per participantheadline
$50.01
10th: $10.22median $69.9190th: $151.08
Higher than 35% of the 5,847 plans $50 to 250M that report it.
Source
= $19,905 / 398
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251014131256NAL0001399651002, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014131256NAL0001399651002, received 2025-10-14
Administrative expenses excluding investment management, per participant
$50.01
10th: $16.21median $93.2090th: $246.84
Higher than 25% of the 8,758 plans $50 to 250M that report it.
Source
= $19,905 / 398
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251014131256NAL0001399651002, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014131256NAL0001399651002, received 2025-10-14
Administrative expenses per participant
$203.80
10th: $29.39median $132.8490th: $350.58
Higher than 72% of the 9,042 plans $50 to 250M that report it.
Source
= $81,111 / 398
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251014131256NAL0001399651002, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014131256NAL0001399651002, received 2025-10-14
Administrative expenses as a share of assets
0.050%
10th: 0.022%median 0.136%90th: 0.326%
Higher than 20% of the 9,049 plans $50 to 250M that report it.
Source
= $81,111 / $162,941,462
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251014131256NAL0001399651002, received 2025-10-14
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251014131256NAL0001399651002, received 2025-10-14
Employer contributions per participant
$9,561
10th: $965median $2,73890th: $8,164
Higher than 93% of the 9,105 plans $50 to 250M that report it.
Source
= $3,805,266 / 398
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251014131256NAL0001399651002, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014131256NAL0001399651002, received 2025-10-14
Employer share of total contributions
39.2%
10th: 15.6%median 29.5%90th: 50.6%
Higher than 75% of the 9,112 plans $50 to 250M that report it.
Source
= $3,805,266 / $9,698,152
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251014131256NAL0001399651002, received 2025-10-14
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251014131256NAL0001399651002, received 2025-10-14
Plan terms are not published in public filings.
Sponsor name as filed: LEWIS ROCA ROTHGERBER CHRISTIE LLP; SEC registrant: Lewis Roca Rothgerber Christie LLP (CIK 1586955, matched by EIN).