What are the fees in the Airlie Foundation 401(k) plan?

For plan year 2022, Airlie Foundation reported $33,270 in plan administrative expenses, or 1.09% of average plan assets — higher than ~75% of peers. Fund-level expense ratios are not included in public filings.

What is the average account balance in the Airlie Foundation 401(k)?

The average participant account balance was $57,469 for plan year 2022, based on 48 accounts.

Airlie Foundation401(k)

Name: Airlie Foundation 401(k) plan: Form 5500 data
Creator: U.S. Department of Labor

AIRLIE CENTER EMPLOYEE 401(K) PLAN · WARRENTON, VA · plan year 2022

Reported admin expense ratio · 2022

1.09%

Airlie Foundation reported $33,270 in plan administrative expenses for 2022: 1.09% of average plan assets, higher than ~75% of peers. 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Virginia (2,019th of 2,266), and 2,709th of 3,341 in other services.

Plan summary
Net assets, end of year$2,758,495
Participants with balances48
Active participants5
Employer contributions—
Employee contributions$42,241
Employer contribution per active participant—
Average account balance$57,469
Benefits paid to participants$60,675
Plan auditUnmodified (clean) audit opinion
AuditorPBMARES, LLP

Administrative expenses, itemized · 2022

Investment management$567

Professional / advisory$10,542

Total administrative$33,270

What these fees cost you

Your balance

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1

2022$33,270 · 1.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 540715531 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.