Plan Ledger DOL Form 5500 · updated monthly

Carlos Rosario International Public Charter School, Inc.401(k)

CARLOS ROSARIO INTERNATIONAL PUBLIC CHARTER SCHOOL, INC. 401(K) RETIREMENT PLAN · WASHINGTON, DC · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

Carlos Rosario International Public Charter School, Inc. reported $16,853 in plan administrative expenses for 2024: 0.08% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,351 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 0.05% to 0.08%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other educational services employers. By assets it is among the smaller plans on file in District of Columbia (322nd of 618), and the 1,530th of 3,091 in educational services. In 2024, employees put in $1.27 for every $1.00 the employer contributed; active participation has grown from 181 to 223 since 2022.

Plan summary
Net assets, end of year$21,997,933
Participants with balances279
Active participants223
Employer contributions$970,199
Employee contributions$1,229,808
Employer contribution per active participant$4,351
Average account balance$78,846
Benefits paid to participants$1,741,944
Plan auditUnmodified (clean) audit opinion
AuditorDELEON & STANG
Plan history3
Yearassets · accounts · employer contribution
2024$22.0M · 279 accts · $970K emplr
2023$19.0M · 334 accts · $882K emplr
2022$16.4M · 307 accts · $774K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$16,853
Total administrative$16,853
The Carlos Rosario International Public Charter School, Inc. 401(k) match · 2024
Employer contribution per active participant$4,351
Median for plans this size$2,416
2024$4,351 per active participant
2023$4,387 per active participant
2022$4,274 per active participant

Carlos Rosario International Public Charter School, Inc.'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 · 20241
RETIREMENT BENEFIT SOLUTIONS · Other servicesindirect 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$16,853 · 0.08%
2023$8,038 · 0.05%
2022$7,484 · 0.05%
Same employer
Similar plansEducational Services · District of Columbia
Dc Preparatory Academy DC$23.4M · 0.39%
Childrens Defense Fund DC$20.7M · 0.01%
Edmund Burke School DC$20.6M · 0.28%

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Source: U.S. Department of Labor, Form 5500 series, EIN 522157082 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.