Plan Ledger DOL Form 5500 · updated monthly

Common Cause Education Fund401(k)

COMMON CAUSE EDUCATION FUND 401(K) RETIREMENT PLAN · WASHINGTON, DC · plan year 2024

Reported admin expense ratio · 2024
0.33%

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

Common Cause Education Fund reported $42,665 in plan administrative expenses for 2024: 0.33% of average plan assets, above the peer median. Employer contributions averaged $3,440 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 0.33%. 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 (396th of 618), and 1,893rd of 3,091 in educational services. In 2024, employees put in $2.01 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$13,434,152
Participants with balances155
Active participants129
Employer contributions$443,806
Employee contributions$890,738
Employer contribution per active participant$3,440
Average account balance$86,672
Benefits paid to participants$1,460,106
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$13.4M · 155 accts · $444K emplr
2023$12.1M · 144 accts · $392K emplr
2022$11.3M · 138 accts · $361K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$18,752
Investment management$23,913
Total administrative$42,665
The Common Cause Education Fund 401(k) match · 2024
Employer contribution per active participant$3,440
Median for plans this size$2,416
2024$3,440 per active participant
2023$3,187 per active participant
2022$3,059 per active participant

Common Cause Education Fund's 2024 employer contribution ran above 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 · 20242
KESTRA ADVISORY SERVICES · Recordkeeping · Trustee$23,913
ADP, INC. · Loan processing · Recordkeeping$18,752

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

Recordkeeper by year2
2024ADP, KESTRA ADVISORY SERVICES
2023ADP, KESTRA ADVISORY SERVICES

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

Administrative cost history3
2024$42,665 · 0.33%
2023$40,950 · 0.35%
2022$42,686 · 0.35%
Same employer
Similar plansEducational Services · District of Columbia
Digital Promise DC$15.3M · 0.20%
The River School DC$14.1M · 0.55%

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Source: U.S. Department of Labor, Form 5500 series, EIN 311705370 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.