Plan Ledger DOL Form 5500 · updated monthly

American Type Culture Collection403(b)

AMERICAN TYPE CULTURE COLLECTION 403(B) PLAN · MANASSAS, VA · plan year 2024

Reported admin expense ratio · 2024
0.23%

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

American Type Culture Collection reported $152,677 in plan administrative expenses for 2024: 0.23% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,474 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 rose from 0.13% to 0.23%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 374th-largest of 2,266 plans among Virginia employers on file, and the 2,047th of 11,654 in professional & technical services. In 2024, employees put in $4.35 for every $1.00 the employer contributed; active participation has grown from 602 to 709 since 2022.

Plan summary
Net assets, end of year$70,812,288
Participants with balances588
Active participants709
Employer contributions$1,044,953
Employee contributions$4,549,485
Employer contribution per active participant$1,474
Average account balance$120,429
Benefits paid to participants$4,878,630
Plan auditUnmodified (clean) audit opinion
AuditorKEITER CPAS
Plan history3
Yearassets · accounts · employer contribution
2024$70.8M · 588 accts · $1.0M emplr
2023$59.1M · 533 accts · $909K emplr
2022$48.2M · 487 accts · $763K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$86,677
Audit (IQPA)$66,000
Total administrative$152,677
Employer contributions to the American Type Culture Collection plan · 2024
Employer contribution per active participant$1,474
Median for plans this size$3,635
2024$1,474 per active participant
2023$1,367 per active participant
2022$1,267 per active participant

American Type Culture Collection's 2024 employer contribution ran below the $3,635 median for plans its size, in the bottom 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
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$86,676
KEITER CPAS · Accounting / audit$42,000
KESTRA ADVISORY SERVICES · Accounting / audit$24,000

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$152,677 · 0.23%
2023$70,313 · 0.13%
2022$65,200 · 0.13%
All plans at this employer2
AMERICAN TYPE CULTURE COLLECTION DEFINED CONTRIBUTION RETIREMENT 401AProfit-sharing plan
AMERICAN TYPE CULTURE COLLECTION 403(B) PLAN403(b)
Same employer
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Ntrepid, LLC VA$73.0M · 0.09%
Unison Software, Inc. VA$72.9M · 0.17%
Group W Inc. VA$71.8M · 0.06%
Northstrat, Inc. VA$71.6M · 0.36%
Cheiron, Inc VA$68.6M · 0.00%
Pragmatics, Inc VA$66.6M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 530196548 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.