Plan Ledger DOL Form 5500 · updated monthly

Acdi/Voca401(k)

ACDI/VOCA 401(K) RETIREMENT PLAN · WASHINGTON, DC · plan year 2024

Reported admin expense ratio · 2024
0.06%

Peer grade: A · admin costs + employer contributions vs same-size plans · how grading works

Acdi/Voca reported $27,482 in plan administrative expenses for 2024: 0.06% of average plan assets, lower than ~75% of peers. Employer contributions averaged $11,445 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio has held roughly steady near 0.064%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 185th-largest of 618 plans among District of Columbia employers on file, and the 2,939th of 11,654 in professional & technical services. In 2024, the employer put in $1.09 for every $1.00 employees contributed themselves; active participation has grown from 154 to 178 since 2022.

Plan summary
Net assets, end of year$46,042,969
Participants with balances359
Active participants178
Employer contributions$2,037,211
Employee contributions$1,866,242
Employer contribution per active participant$11,445
Average account balance$128,253
Benefits paid to participants$3,260,208
Plan auditUnmodified (clean) audit opinion
AuditorAPRIO, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$46.0M · 359 accts · $2.0M emplr
2023$39.4M · 359 accts · $1.7M emplr
2022$32.2M · 358 accts · $1.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$27,482
Total administrative$27,482
The Acdi/Voca 401(k) match · 2024
Employer contribution per active participant$11,445
Median for plans this size$2,416
2024$11,445 per active participant
2023$9,437 per active participant
2022$9,656 per active participant

Acdi/Voca's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
MORNINGSTAR INVESTMENT MNGT LLC · Investment advisory (participants)$12,790
GLOBAL RETIREMENT PARTNERSindirect comp
RETIREMENT BENEFIT SOLUTIONS · Other servicesindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$27,482 · 0.06%
2023$24,941 · 0.07%
2022$21,137 · 0.06%
Same employer
Similar plansProfessional & Technical Services · District of Columbia
Kiernan Trebach LLP DC$50.4M · 0.20%
Ai Sky US Bidco, Inc. DC$49.3M · 0.47%
Brailsford & Dunlavey, Inc. DC$44.9M · 0.29%
Control Risks Group, LLC DC$42.2M · 0.30%
American Geophysical Union DC$42.0M · 0.12%
Cato Institute DC$40.3M · 0.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 520811461 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.