Plan Ledger DOL Form 5500 · updated monthly

Council of Chief State School401(k)

COUNCIL OF CHIEF STATE SCHOOL OFFICERS 401(K) AND PROFIT SHARING PLAN · WASHINGTON, DC · plan year 2024

Reported admin expense ratio · 2024
0.20%

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

Council of Chief State School reported $44,680 in plan administrative expenses for 2024: 0.20% of average plan assets, below the peer median. Employer contributions averaged $12,850 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 4 years on file its reported administrative ratio rose from 0.17% to 0.20%. 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 the 297th-largest of 618 plans among District of Columbia employers on file, and the 1,454th of 3,091 in educational services. In 2024, the employer put in $1.38 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$23,978,898
Participants with balances134
Active participants63
Employer contributions$809,557
Employee contributions$585,272
Employer contribution per active participant$12,850
Average account balance$178,947
Benefits paid to participants$1,843,475
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$24.0M · 134 accts · $810K emplr
2022$19.4M · $788K emplr
2020$21.2M · 135 accts · $748K emplr
Administrative expenses, itemized · 2024
Investment management$44,680
Total administrative$44,680
The Council of Chief State School 401(k) match · 2024
Employer contribution per active participant$12,850
Median for plans this size$2,416
2024$12,850 per active participant
2020$11,163 per active participant

Council of Chief State School'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
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$44,680

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$44,680 · 0.20%
2022$23,389 · 0.13%
2020$32,108 · 0.17%
Similar plansEducational Services · District of Columbia
Society for Neuroscience DC$26.3M · 0.13%
Dc Preparatory Academy DC$23.4M · 0.39%

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Source: U.S. Department of Labor, Form 5500 series, EIN 530198090 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.