Plan Ledger DOL Form 5500 · updated monthly

Assoc for Supervision and Curriculum Dev403(b)

ASCD DEFINED CONTRIBUTION PLAN · ALEXANDRIA, VA · plan year 2024

Reported admin expense ratio · 2024
0.20%

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

Assoc for Supervision and Curriculum Dev reported $104,547 in plan administrative expenses for 2024: 0.20% of average plan assets, above the peer median. Employer contributions averaged $2,724 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 0.29% to 0.20%. 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 469th-largest of 2,266 plans among Virginia employers on file, and the 413th of 3,341 in other services. In 2024, employees put in $1.80 for every $1.00 the employer contributed; active participation has grown from 121 to 196 since 2022.

Plan summary
Net assets, end of year$52,563,530
Participants with balances328
Active participants196
Employer contributions$533,937
Employee contributions$959,705
Employer contribution per active participant$2,724
Average account balance$160,255
Benefits paid to participants$5,582,278
Plan auditDisclaimer of opinion
Plan history3
Yearassets · accounts · employer contribution
2024$52.6M · 328 accts · $534K emplr
2023$51.0M · 355 accts · $578K emplr
2022$31.3M · 202 accts · $657K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$104,547
Total administrative$104,547
Employer contributions to the Assoc for Supervision and Curriculum Dev plan · 2024
Employer contribution per active participant$2,724
Median for plans this size$3,635
2024$2,724 per active participant
2023$3,705 per active participant
2022$5,428 per active participant

Assoc for Supervision and Curriculum Dev's 2024 employer contribution ran below the $3,635 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 · 20242
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$104,547
CREATIVE PLANNING INC · Investment advisory (plan)indirect comp

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$104,547 · 0.20%
2023$83,201 · 0.17%
2022$104,370 · 0.29%
Same employer
Similar plansOther Services · Virginia
Western Branch Diesel LLC VA$58.2M · 0.04%
Hc Salon Holdings, Inc. VA$51.4M · 1.03%
Armed Forces Benefit Assoc. VA$49.1M · 0.02%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 526078980 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.