Plan Ledger DOL Form 5500 · updated monthly

Childfund International, USA403(b)

CHILDFUND INTERNATIONAL, USA 403(B) TAX DEFERRED ANNUITY PLAN · RICHMOND, VA · plan year 2024

Reported admin expense ratio · 2024
0.42%

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

Childfund International, USA reported $141,326 in plan administrative expenses for 2024: 0.42% of average plan assets, above the peer median. Employer contributions averaged $7,378 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 0.56% to 0.42%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 645th-largest of 2,266 plans among Virginia employers on file, and the 2,444th of 11,911 in health care & social assistance. In 2024, employees put in $1.11 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$35,522,835
Participants with balances275
Active participants165
Employer contributions$1,217,319
Employee contributions$1,349,068
Employer contribution per active participant$7,378
Average account balance$129,174
Benefits paid to participants$4,084,070
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$35.5M · 275 accts · $1.2M emplr
2023$32.0M · 278 accts · $1.3M emplr
2022$27.6M · 283 accts · $1.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$122,768
Investment management$18,558
Total administrative$141,326
Employer contributions to the Childfund International, USA plan · 2024
Employer contribution per active participant$7,378
Median for plans this size$2,416
2024$7,378 per active participant
2023$6,662 per active participant
2022$6,825 per active participant

Childfund International, USA'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 · Loan processing$101,393
ROLAND CRISS FIDUCIARY SERVICES · Consulting$21,375
SAGEVIEW ADVISORY GROUP, LLC · Investment advisory (plan)$18,558

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$141,326 · 0.42%
2023$154,584 · 0.52%
2022$175,876 · 0.56%
Same employer
Similar plansHealth Care & Social Assistance · Virginia
Capital Hospice VA$40.4M · 0.38%
Urology of Virginia, PLLC VA$38.1M · 0.02%
Blumont, Inc. VA$35.2M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 540536100 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.