Plan Ledger DOL Form 5500 · updated monthly

Atlantic Council of the United States403(b)

ATLANTIC COUNCIL OF THE UNITED STATES 403(B)DC PLAN · WASHINGTON, DC · plan year 2024

Reported admin expense ratio · 2024
0.48%

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

Atlantic Council of the United States reported $115,446 in plan administrative expenses for 2024: 0.48% of average plan assets, higher than ~75% of peers. Employer contributions averaged $4,143 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 0.32% to 0.48%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is the 273rd-largest of 618 plans among District of Columbia employers on file, and the 821st of 3,341 in other services. In 2024, the employer put in $1.10 for every $1.00 employees contributed themselves; active participation has grown from 372 to 410 since 2022.

Plan summary
Net assets, end of year$26,546,531
Participants with balances633
Active participants410
Employer contributions$1,698,533
Employee contributions$1,537,547
Employer contribution per active participant$4,143
Average account balance$41,938
Benefits paid to participants$1,895,981
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$26.5M · 633 accts · $1.7M emplr
2023$21.7M · 604 accts · $1.6M emplr
2022$16.4M · 540 accts · $1.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$115,446
Total administrative$115,446
Employer contributions to the Atlantic Council of the United States plan · 2024
Employer contribution per active participant$4,143
Median for plans this size$2,416
2024$4,143 per active participant
2023$4,021 per active participant
2022$3,283 per active participant

Atlantic Council of the United States's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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 · 20242
MV CAPITAL MANAGEMENT · Investment advisory (plan)$67,308
TIAA$48,213

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$115,446 · 0.48%
2023$77,684 · 0.41%
2022$53,228 · 0.32%
Same employer
Similar plansOther Services · District of Columbia
Corus International Inc. DC$28.3M · 0.11%
The Freedom Forum, Inc. DC$28.0M · 0.12%
The Wilderness Society DC$25.7M · 0.30%

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Source: U.S. Department of Labor, Form 5500 series, EIN 520742294 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.