Plan Ledger DOL Form 5500 · updated monthly

Advancement Project Education FundDC plan

403(B) THRIFT PLAN OF ADVANCEMENT PROJECT EDUCATION FUND · WASHINGTON, DC · plan year 2024

Reported admin expense ratio · 2024
0.00%

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

Advancement Project Education Fund reported $254 in plan administrative expenses for 2024: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,809 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 2 years on file its reported administrative ratio fell from 0.005% to 0.003%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in District of Columbia (469th of 618), and 1,836th of 3,341 in other services. In 2024, employees put in $2.14 for every $1.00 the employer contributed; active participation has grown from 43 to 52 since 2022.

Plan summary
Net assets, end of year$8,266,456
Participants with balances91
Active participants52
Employer contributions$94,060
Employee contributions$201,665
Employer contribution per active participant$1,809
Average account balance$90,840
Benefits paid to participants$462,201
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$8.3M · 91 accts · $94K emplr
2023$7.1M · 111 accts · $105K emplr
2022$6.5M · 106 accts · $180K emplr
Employer contributions to the Advancement Project Education Fund plan · 2024
Employer contribution per active participant$1,809
Median for plans this size$1,313
2024$1,809 per active participant
2023$1,816 per active participant
2022$4,196 per active participant

Advancement Project Education Fund's 2024 employer contribution ran above the $1,313 median for plans its size. 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 · 20241
MUTUAL OF AMERICA INVESTMENT CORP · Claims processing · Recordkeeping$223

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

Recordkeeper by year2
2024Mutual of America
2023Mutual of America

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$254 · 0.00%
2023$62 · 0.00%
2022$346 · 0.00%
Similar plansOther Services · District of Columbia
National Quality Forum DC$9.7M · 0.06%
Hopewell Fund DC$9.7M · 0.37%
First Book DC$9.1M · 0.44%
America Votes, Inc. DC$8.1M · 0.27%
Prosperity Now DC$8.0M · 0.65%
Colonial Parking, Inc. DC$7.7M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 874702350 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.