Plan Ledger DOL Form 5500 · updated monthly

Chamber of Commerce of the United States of America401(k)

SMART PLAN FOR EMPLOYEES OF THE CHAMBER OF COMMERCE OF THE UNITED STATES OF AMERICA · WASHINGTON, DC · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

Chamber of Commerce of the United States of America reported $174,350 in plan administrative expenses for 2024: 0.08% of average plan assets, below the peer median. Employer contributions averaged $6,007 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 0.077% to 0.084%. 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 55th-largest of 618 plans among District of Columbia employers on file, and the 74th of 3,341 in other services. In 2024, the employer put in $1.02 for every $1.00 employees contributed themselves; active participation has grown from 632 to 1,234 since 2022.

Plan summary
Net assets, end of year$221,385,329
Participants with balances1,172
Active participants1,234
Employer contributions$7,412,548
Employee contributions$7,231,929
Employer contribution per active participant$6,007
Average account balance$188,895
Benefits paid to participants$18,312,773
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$221.4M · 1,172 accts · $7.4M emplr
2023$193.2M · 1,133 accts · $6.9M emplr
2022$160.3M · 1,083 accts · $6.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$174,350
Total administrative$174,350
The Chamber of Commerce of the United States of America 401(k) match · 2024
Employer contribution per active participant$6,007
Median for plans this size$3,635
2024$6,007 per active participant
2023$10,375 per active participant
2022$10,077 per active participant

Chamber of Commerce of the United States of America's 2024 employer contribution ran above 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 · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processingindirect 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$174,350 · 0.08%
2023$131,493 · 0.07%
2022$133,473 · 0.08%
Same employer
Similar plansOther Services · District of Columbia
The Aspen Institute DC$192.8M · 0.00%
Investment Company Institute DC$165.2M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 530045720 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.