Employers › Nisa Investment Advisors
Recordkeeping fees per participant · Nisa Investment Advisors, LLC Profit Sharing Plan · plan year 2024
$3.81
Higher than 4% of the 5,847 plans $50 to 250M that report it.
= $1,800 / 473
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251008151143NAL0005743681002, received 2025-10-08
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251008151143NAL0005743681002, received 2025-10-08
Percentiles compare this plan with the Schedule H plans $50 to 250M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-08.
Administrative expenses excluding investment management, per participant
$5.42
Higher than 3% of the 8,758 plans $50 to 250M that report it.
= $2,563 / 473
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251008151143NAL0005743681002, received 2025-10-08
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251008151143NAL0005743681002, received 2025-10-08
Administrative expenses per participant
$32.21
Higher than 11% of the 9,042 plans $50 to 250M that report it.
= $15,236 / 473
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251008151143NAL0005743681002, received 2025-10-08
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251008151143NAL0005743681002, received 2025-10-08
Administrative expenses as a share of assets
0.012%
Higher than 6% of the 9,049 plans $50 to 250M that report it.
= $15,236 / $123,977,378
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251008151143NAL0005743681002, received 2025-10-08
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251008151143NAL0005743681002, received 2025-10-08
Employer contributions per participant
$8,831
Higher than 91% of the 9,105 plans $50 to 250M that report it.
= $4,177,162 / 473
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251008151143NAL0005743681002, received 2025-10-08
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251008151143NAL0005743681002, received 2025-10-08
Employer share of total contributions
42.6%
Higher than 81% of the 9,112 plans $50 to 250M that report it.
= $4,177,162 / $9,807,423
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251008151143NAL0005743681002, received 2025-10-08
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251008151143NAL0005743681002, received 2025-10-08
Plan terms are not published in public filings.
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2R participant brokerage window · 2S pre-approved plan document · 2T default investment (QDIA) · 3D IRS pre-approved plan · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251008151143NAL0005743681002, received 2025-10-08
| Field | Value | Source |
|---|---|---|
| Plan sponsor | NISA INVESTMENT ADVISORS, LLC | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251008151143NAL0005743681002, received 2025-10-08 |
| Plan name | NISA INVESTMENT ADVISORS, LLC PROFIT SHARING PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251008151143NAL0005743681002, received 2025-10-08 |
| Sponsor EIN / plan number | 48-1140940 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251008151143NAL0005743681002, received 2025-10-08 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251008151143NAL0005743681002, received 2025-10-08 |
| Sponsor location | ST. LOUIS, MO | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251008151143NAL0005743681002, received 2025-10-08 |
| Industry (business code) | 523110, Finance and insurance | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251008151143NAL0005743681002, received 2025-10-08 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251008151143NAL0005743681002, received 2025-10-08 |
| Filing received | 2025-10-08 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251008151143NAL0005743681002, received 2025-10-08 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251008151143NAL0005743681002, received 2025-10-08 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251008151143NAL0005743681002, received 2025-10-08 |
| Participants, beginning of year | 484 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251008151143NAL0005743681002, received 2025-10-08 |
| Active participants | 388 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251008151143NAL0005743681002, received 2025-10-08 |
| Participants, end of year | 485 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251008151143NAL0005743681002, received 2025-10-08 |
| Participants with an account balance | 473 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251008151143NAL0005743681002, received 2025-10-08 |
| Total assets, beginning of year | $103,437,207 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251008151143NAL0005743681002, received 2025-10-08 |
| Total assets, end of year | $123,977,378 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251008151143NAL0005743681002, received 2025-10-08 |
| Net assets, end of year | $123,977,378 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251008151143NAL0005743681002, received 2025-10-08 |
| Total income | $26,331,908 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251008151143NAL0005743681002, received 2025-10-08 |
| Net income | $20,540,171 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251008151143NAL0005743681002, received 2025-10-08 |
| Employer contributions | $4,177,162 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251008151143NAL0005743681002, received 2025-10-08 |
| Participant contributions | $5,391,151 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251008151143NAL0005743681002, received 2025-10-08 |
| Other contributions (incl. rollovers) | $239,110 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251008151143NAL0005743681002, received 2025-10-08 |
| Total contributions | $9,807,423 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251008151143NAL0005743681002, received 2025-10-08 |
| Benefit payments | $5,776,501 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251008151143NAL0005743681002, received 2025-10-08 |
| Total expenses (incl. benefit payments) | $5,791,737 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251008151143NAL0005743681002, received 2025-10-08 |
| Total administrative expenses | $15,236 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251008151143NAL0005743681002, received 2025-10-08 |
| Recordkeeping fees | $1,800 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251008151143NAL0005743681002, received 2025-10-08 |
| Investment advisory and management fees | $12,673 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251008151143NAL0005743681002, received 2025-10-08 |
| Administrative expenses excluding investment management | $2,563 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251008151143NAL0005743681002, received 2025-10-08 |
| Held in common/collective trusts | $19,200,770 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251008151143NAL0005743681002, received 2025-10-08 |
| Held in mutual funds | $81,838,200 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251008151143NAL0005743681002, received 2025-10-08 |
| Independent auditor | GRANT THORNTON LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251008151143NAL0005743681002, received 2025-10-08 |
Position = column in the DOL layout for form year 2024. Filing 20251008151143NAL0005743681002, received 2025-10-08.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| DEW WEALTH STRATEGIES, LLC | NONE | 26 Investment advisory (participants); 50 Direct payment from the plan | $12,673 | no |
| CHARLES SCHWAB & CO, INC. | NONE | 33 Securities brokerage; 50 Direct payment from the plan; 59 Shareholder servicing fees; 62 Float revenue; 71 Securities brokerage commissions and fees | $3,641 | yes |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251008151143NAL0005743681002, received 2025-10-08.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $103,437,207 | $123,977,378 | 19.9% |
| Participants with a balance | 474 | 473 | -0.2% |
| Administrative expenses | $13,682 | $15,236 | 11.4% |
| Recordkeeping fees per participant | $1.24 | $3.81 | 207.8% |
| Employer contributions | $3,934,655 | $4,177,162 | 6.2% |
Prior filing 20241003103332NAL0004789859001, received 2024-10-03; the plan years are contiguous.
Sponsor name as filed: NISA INVESTMENT ADVISORS, LLC; SEC registrant: NISA INVESTMENT ADVISORS, LLC (CIK 937615, matched by EIN).