Plan Ledger DOL Form 5500 · updated monthly

Appletree Early Learning Public Charter School403(b)

APPLETREE EARLY LEARNING 403(B) PLAN · 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

Appletree Early Learning Public Charter School reported $180 in plan administrative expenses for 2024: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,742 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 1 year on file its reported administrative ratio fell from 0.01% to 0.00%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other educational services employers. By assets it is among the smaller plans on file in District of Columbia (527th of 618), and 2,545th of 3,091 in educational services. In 2024, the employer put in $1.47 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$4,690,303
Participants with balances352
Active participants178
Employer contributions$310,131
Employee contributions$211,129
Employer contribution per active participant$1,742
Average account balance$13,325
Benefits paid to participants$163,718
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$4.7M · 352 accts · $310K emplr
2023$3.7M · 320 accts · $261K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$180
Total administrative$180
Employer contributions to the Appletree Early Learning Public Charter School plan · 2024
Employer contribution per active participant$1,742
Median for plans this size$1,313
2024$1,742 per active participant
2023$633 per active participant

Appletree Early Learning Public Charter School'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
NEWPORT GROUP, INC. · Recordkeeping$180

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

Recordkeeper by year2
2024Newport (Ascensus)
2023Newport (Ascensus)

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Administrative cost history2
2024$180 · 0.00%
2023$280 · 0.01%
All plans at this employer2
APPLETREE EARLY LEARNING 403(B) PLAN403(b)
APPLETREE EARLY LEARNING 403(B) PLAN403(b)
Similar plansEducational Services · District of Columbia
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Source: U.S. Department of Labor, Form 5500 series, EIN 201302458 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.