Plan Ledger DOL Form 5500 · updated monthly

Bnai Brith Youth Organization, Inc.403(b)

BBYO 403(B) PLAN · WASHINGTON, DC · plan year 2024

Reported admin expense ratio · 2024
0.43%

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

Bnai Brith Youth Organization, Inc. reported $66,089 in plan administrative expenses for 2024: 0.43% of average plan assets, above the peer median. Employer contributions averaged $2,694 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 0.51% to 0.43%. 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 among the smaller plans on file in District of Columbia (368th of 618), and the 1,191st of 3,341 in other services. In 2024, employees put in $1.79 for every $1.00 the employer contributed; active participation has grown from 149 to 184 since 2022.

Plan summary
Net assets, end of year$16,784,949
Participants with balances230
Active participants184
Employer contributions$495,775
Employee contributions$887,508
Employer contribution per active participant$2,694
Average account balance$72,978
Benefits paid to participants$1,358,171
Plan auditUnmodified (clean) audit opinion
AuditorGELMAN ROSENBERG AND FREEDMAN
Plan history3
Yearassets · accounts · employer contribution
2024$16.8M · 230 accts · $496K emplr
2023$14.3M · 226 accts · $470K emplr
2022$10.7M · 240 accts · $430K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$37,353
Investment management$28,443
Total administrative$66,089
Employer contributions to the Bnai Brith Youth Organization, Inc. plan · 2024
Employer contribution per active participant$2,694
Median for plans this size$2,416
2024$2,694 per active participant
2023$2,670 per active participant
2022$2,887 per active participant

Bnai Brith Youth Organization, Inc.'s 2024 employer contribution ran above the $2,416 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
PROFESSIONAL CAPITAL SERVICES LLC · Contract administrator · Recordkeeping$37,353
MV CAPITAL MANAGEMENT INC. · Investment advisory (participants) · Investment advisory (plan)$28,443

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

Recordkeeper by year2
2024PROFESSIONAL CAPITAL SERVICES LLC
2023PROFESSIONAL CAPITAL SERVICES LLC

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$66,089 · 0.43%
2023$60,459 · 0.48%
2022$57,303 · 0.51%
Same employer
Similar plansOther Services · District of Columbia
Bread for the World, Inc. DC$17.3M · 0.01%
Food & Water Watch DC$17.1M · 0.08%
National 4-H Council DC$15.3M · 0.40%

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Source: U.S. Department of Labor, Form 5500 series, EIN 311794932 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.