Plan Ledger DOL Form 5500 · updated monthly

Crdf Retirement Plan and Trust403(b)

CRDF RETIREMENT PLAN AND TRUST · ARLINGTON, VA · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

Crdf Retirement Plan and Trust reported $8,970 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,357 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 0.030% to 0.028%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 667th-largest of 2,266 plans among Virginia employers on file, and the 3,763rd of 11,654 in professional & technical services. In 2024, employees put in $1.33 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$34,241,203
Participants with balances437
Active participants185
Employer contributions$621,007
Employee contributions$828,093
Employer contribution per active participant$3,357
Average account balance$78,355
Benefits paid to participants$2,161,514
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$34.2M · 437 accts · $621K emplr
2023$29.0M · 450 accts · $877K emplr
2022$22.2M · 427 accts · $824K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$8,970
Total administrative$8,970
Employer contributions to the Crdf Retirement Plan and Trust plan · 2024
Employer contribution per active participant$3,357
Median for plans this size$2,416
2024$3,357 per active participant
2023$5,156 per active participant
2022$4,204 per active participant

Crdf Retirement Plan and Trust'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 · 20241

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$8,970 · 0.03%
2023$8,853 · 0.03%
2022$7,298 · 0.03%
Same employer
Similar plansProfessional & Technical Services · Virginia
McI USA Operating Co VA$34.7M · 0.34%
Hantzmon Wiebel LLP VA$34.5M · 0.24%
Kihomac, Inc. VA$34.4M · 0.10%
Obxtek, Inc. VA$34.3M · 0.43%
Validatek, Inc. VA$34.0M · 0.04%
Management Consulting, Inc. VA$33.8M · 0.29%
Idr, Inc. VA$33.6M · 0.23%
Technica Corporation VA$33.3M · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 541773406 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.