Plan Ledger DOL Form 5500 · updated monthly

Charles E. Smith Jewish Day School403(b)

CHARLES E. SMITH JEWISH DAY SCHOOL DEFINED CONTRIBUTION PLAN · ROCKVILLE, MD · plan year 2024

Reported admin expense ratio · 2024
0.12%

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

Charles E. Smith Jewish Day School reported $111,897 in plan administrative expenses for 2024: 0.12% of average plan assets, below the peer median. Employer contributions averaged $2,748 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 0.09% to 0.12%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other educational services employers. By assets it is the 183rd-largest of 1,671 plans among Maryland employers on file, and the 556th of 3,091 in educational services. In 2024, employees put in $2.41 for every $1.00 the employer contributed; active participation has shrunk from 278 to 249 since 2022.

Plan summary
Net assets, end of year$95,688,351
Participants with balances585
Active participants249
Employer contributions$684,323
Employee contributions$1,652,025
Employer contribution per active participant$2,748
Average account balance$163,570
Benefits paid to participants$6,623,235
Plan auditDisclaimer of opinion
Plan history3
Yearassets · accounts · employer contribution
2024$95.7M · 585 accts · $684K emplr
2023$89.0M · 603 accts · $650K emplr
2022$80.0M · 599 accts · $628K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$37,797
Investment management$61,481
Audit (IQPA)$10,500
Total administrative$111,897
Employer contributions to the Charles E. Smith Jewish Day School plan · 2024
Employer contribution per active participant$2,748
Median for plans this size$3,635
2024$2,748 per active participant
2023$2,463 per active participant
2022$2,260 per active participant

Charles E. Smith Jewish Day School's 2024 employer contribution ran below 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 · 20244
NFP RETIREMENT INC. · Investment advisory (plan)$34,858
TIAA$34,070
FLEXPATH STRATEGIES, LLC · Investment advisory (plan)$26,623
BELFINT LYONS & SHUMAN · Accounting / audit$10,500

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$111,897 · 0.12%
2023$84,131 · 0.10%
2022$81,482 · 0.09%
Same employer
Similar plansEducational Services · Maryland
Connections Education, LLC. MD$106.4M · 0.14%
Washington College MD$103.7M · 0.07%
Salisbury House, LLC MD$62.9M · 0.37%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 520961920 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.