Plan Ledger DOL Form 5500 · updated monthly

Child Trends, Inc.403(b)

CHILD TRENDS 403(B) PLAN · ROCKVILLE, MD · plan year 2024

Reported admin expense ratio · 2024
0.13%

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

Child Trends, Inc. reported $59,383 in plan administrative expenses for 2024: 0.13% of average plan assets, below the peer median. Employer contributions averaged $10,483 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 3 years on file its reported administrative ratio has held roughly steady near 0.128%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 317th-largest of 1,671 plans among Maryland employers on file, and the 2,725th of 11,654 in professional & technical services. In 2024, the employer put in $1.12 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$50,886,730
Participants with balances305
Active participants246
Employer contributions$2,578,914
Employee contributions$2,311,369
Employer contribution per active participant$10,483
Average account balance$166,842
Benefits paid to participants$1,523,906
Plan auditUnmodified (clean) audit opinion
AuditorBENEFIT AUDIT GROUP, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$50.9M · 305 accts · $2.6M emplr
2023$41.7M · 310 accts · $2.2M emplr
2022$31.6M · 284 accts · $1.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$59,383
Total administrative$59,383
Employer contributions to the Child Trends, Inc. plan · 2024
Employer contribution per active participant$10,483
Median for plans this size$2,416
2024$10,483 per active participant
2023$8,495 per active participant
2022$7,122 per active participant

Child Trends, 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 · 20243
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator$104,833
LPL FINANCIAL LLC-RPCP · Investment advisory (plan)indirect comp
THE RETIREMENT ADVANTAGE · 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$59,383 · 0.13%
2023$56,087 · 0.15%
2022$41,884 · 0.13%
Same employer
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Bolton Partners, Inc. MD$55.2M · 0.02%
I.M. Systems Group, Inc. MD$52.6M · 0.31%
Hord Coplan Macht, Inc. MD$50.8M · 0.02%
Visionist, Inc MD$50.1M · 0.00%
Calibre CPA Group, PLLC MD$49.8M · 0.19%
Coronis Global LLC MD$49.3M · 0.32%

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Source: U.S. Department of Labor, Form 5500 series, EIN 132982969 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.