Plan Ledger DOL Form 5500 · updated monthly

Childrens Defense Fund403(b)

CHILDRENS DEFENSE FUND RETIREMENT PLAN · WASHINGTON, DC · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Childrens Defense Fund reported $1,733 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,629 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 0.12% to 0.01%. 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 (336th of 618), and 1,575th of 3,091 in educational services. In 2024, employees put in $2.91 for every $1.00 the employer contributed; active participation has shrunk from 107 to 89 since 2022.

Plan summary
Net assets, end of year$20,653,714
Participants with balances431
Active participants89
Employer contributions$144,995
Employee contributions$422,437
Employer contribution per active participant$1,629
Average account balance$47,920
Benefits paid to participants$1,275,666
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$20.7M · 431 accts · $145K emplr
2023$18.8M · 454 accts · $184K emplr
2022$16.4M · 434 accts · $174K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,733
Total administrative$1,733
Employer contributions to the Childrens Defense Fund plan · 2024
Employer contribution per active participant$1,629
Median for plans this size$2,416
2024$1,629 per active participant
2023$1,784 per active participant
2022$1,629 per active participant

Childrens Defense Fund's 2024 employer contribution ran below the $2,416 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 · 20243
AMERICAN UNITED LIFE INSURANCE CO · Recordkeeping · Loan processing$1,742
FIDLEITY INVESTMENTS$216
LPL FINANCIAL LLC · Consultingindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024OneAmerica
2023OneAmerica

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$1,733 · 0.01%
2023$1,980 · 0.01%
2022$23,150 · 0.12%
Same employer
Similar plansEducational Services · District of Columbia
Edmund Burke School DC$20.6M · 0.28%
Sheridan School, Inc. DC$19.5M · 0.00%
Lowell School, Inc. DC$18.7M · 0.25%
Population Reference Bureau DC$18.6M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 520895622 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.