Plan Ledger DOL Form 5500 · updated monthly

Clinton Foundation401(k)

THE CLINTON FOUNDATION RETIREMENT PLAN · LITTLE ROCK, AR · plan year 2024

Reported admin expense ratio · 2024
0.25%

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

Clinton Foundation reported $83,688 in plan administrative expenses for 2024: 0.25% of average plan assets, below the peer median. Employer contributions averaged $5,556 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 0.29% to 0.25%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is the 99th-largest of 456 plans among Arkansas employers on file, and the 587th of 3,341 in other services. In 2024, employees put in $1.66 for every $1.00 the employer contributed; active participation has grown from 151 to 172 since 2022.

Plan summary
Net assets, end of year$37,118,708
Participants with balances330
Active participants172
Employer contributions$955,696
Employee contributions$1,587,784
Employer contribution per active participant$5,556
Average account balance$112,481
Benefits paid to participants$1,435,327
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$37.1M · 330 accts · $956K emplr
2023$30.8M · 337 accts · $866K emplr
2022$25.8M · 336 accts · $814K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$6,294
Total administrative$83,688
The Clinton Foundation 401(k) match · 2024
Employer contribution per active participant$5,556
Median for plans this size$2,416
2024$5,556 per active participant
2023$5,312 per active participant
2022$5,391 per active participant

Clinton Foundation'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 · 20242
MERIDIAN INVESTMENT · Investment advisory (plan)$55,396
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$28,292

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$83,688 · 0.25%
2023$79,254 · 0.28%
2022$84,475 · 0.29%
Same employer
Similar plansOther Services · Arkansas
Cstk Inc. KS$37.2M · 0.18%
Sms Infocomm Corporation TX$37.2M · 0.11%
Technoserve, Inc. VA$37.2M · 0.24%
Winshape Foundation, Inc. GA$37.0M · 0.03%
Team Public Choices, LLC CA$37.0M · 0.76%

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Source: U.S. Department of Labor, Form 5500 series, EIN 311580204 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.