Plan Ledger DOL Form 5500 · updated monthly

American Society of Civil Engineers403(b)

AMERICAN SOCIETY OF CIVIL ENGINEERS TAX DEFERRED ANNUITY PLAN · RESTON, VA · plan year 2024

Reported admin expense ratio · 2024
0.06%

American Society of Civil Engineers reported $38,521 in plan administrative expenses for 2024: 0.06% of average plan assets, below the peer median. 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 0.06%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other other services employers. By assets it is the 410th-largest of 2,266 plans among Virginia employers on file, and the 341st of 3,341 in other services.

Plan summary
Net assets, end of year$62,989,943
Participants with balances441
Active participants244
Employer contributions—
Employee contributions$1,923,628
Employer contribution per active participant—
Average account balance$142,834
Benefits paid to participants$4,019,461
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$63.0M · 441 accts
2023$57.9M · 445 accts
2022$49.0M · 455 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$36,081
Investment management$2,440
Total administrative$38,521
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
CAPFINANCIAL PARTNERS, LLC · Investment advisory (plan)$16,096
CARON & BLETZER, PLLC · Accounting / audit$14,956
TIAA$3,365

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$38,521 · 0.06%
2023$35,852 · 0.07%
2022$30,392 · 0.07%
All plans at this employer2
AMERICAN SOCIETY OF CIVIL ENGINEERS TAX DEFERRED ANNUITY PLAN403(b)
AMERICAN SOCIETY OF CIVIL ENGINEERS DEFINED CONTRIBUTION RETIREMENT PLAN403(b)
Same employer
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Episcopal High School VA$71.6M · 0.18%
Metron, Inc. VA$67.7M · 0.13%
The Conservation Fund VA$66.0M · 0.26%
Western Branch Diesel LLC VA$58.2M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 131635293 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.