Plan Ledger DOL Form 5500 · updated monthly

Campaign for Tobacco-Free Kids403(b)

CAMPAIGN FOR TOBACCO-FREE KIDS 403(B) PLAN · WASHINGTON, DC · plan year 2024

Reported admin expense ratio · 2024
0.23%

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

Campaign for Tobacco-Free Kids reported $91,515 in plan administrative expenses for 2024: 0.23% of average plan assets, below the peer median. Employer contributions averaged $10,753 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 0.41% to 0.23%. 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 195th-largest of 618 plans among District of Columbia employers on file, and the 517th of 3,341 in other services. In 2024, the employer put in $1.19 for every $1.00 employees contributed themselves; active participation has grown from 136 to 168 since 2022.

Plan summary
Net assets, end of year$42,239,485
Participants with balances242
Active participants168
Employer contributions$1,806,531
Employee contributions$1,521,520
Employer contribution per active participant$10,753
Average account balance$174,543
Benefits paid to participants$2,501,622
Plan auditUnmodified (clean) audit opinion
AuditorAPRIO, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$42.2M · 242 accts · $1.8M emplr
2023$36.4M · 230 accts · $1.6M emplr
2022$32.0M · 213 accts · $1.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$36,076
Investment management$55,439
Total administrative$91,515
Employer contributions to the Campaign for Tobacco-Free Kids plan · 2024
Employer contribution per active participant$10,753
Median for plans this size$2,416
2024$10,753 per active participant
2023$10,727 per active participant
2022$11,304 per active participant

Campaign for Tobacco-Free Kids'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 · 20243
GALLAGHER BENEFIT SERVICES INC DBA · Investment advisory (plan)$52,271
EMPOWER ADVISORY GROUP, LLC · Investment management$3,169

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$91,515 · 0.23%
2023$84,082 · 0.25%
2022$144,494 · 0.41%
Same employer
Similar plansOther Services · District of Columbia
New America DC$47.0M · 0.29%
Leadingage, Inc. DC$41.3M · 0.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 521969967 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.