Plan Ledger DOL Form 5500 · updated monthly

District of Columbia International School401(k)

DC INTERNATIONAL 401(K) PLAN · WASHINGTON, DC · plan year 2024

Reported admin expense ratio · 2024
0.90%

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

District of Columbia International School reported $53,413 in plan administrative expenses for 2024: 0.90% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,357 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 0.96% to 0.90%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other educational services employers. By assets it is among the smaller plans on file in District of Columbia (493rd of 618), and 2,347th of 3,091 in educational services. In 2024, employees put in $2.77 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,843,194
Participants with balances216
Active participants287
Employer contributions$389,417
Employee contributions$1,079,395
Employer contribution per active participant$1,357
Average account balance$31,681
Benefits paid to participants$483,430
Plan auditUnmodified (clean) audit opinion
AuditorUHY LLP
Plan history3
Yearassets · accounts · employer contribution
2024$6.8M · 216 accts · $389K emplr
2023$5.0M · 230 accts · $462K emplr
2022$3.2M · 200 accts · $302K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$53,413
Total administrative$53,413
The District of Columbia International School 401(k) match · 2024
Employer contribution per active participant$1,357
Median for plans this size$1,313
2024$1,357 per active participant
2023$1,628 per active participant
2022$1,115 per active participant

District of Columbia International School's 2024 employer contribution ran above the $1,313 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
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$20,540
BENCHMARK RETIREMENT PLAN SERVICES · Contract administrator$6,066

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$53,413 · 0.90%
2023$39,139 · 0.96%
2022$29,677 · 0.96%
Similar plansEducational Services · District of Columbia
Strategix Management LLC DC$6.8M · 0.54%

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Source: U.S. Department of Labor, Form 5500 series, EIN 411143189 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.