Plan Ledger DOL Form 5500 · updated monthly

Donorschoose.Org401(k)

DONORSCHOOSE.ORG 401(K) PROFIT SHARING PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Donorschoose.Org reported $2,543 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,999 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 rose from 0.00% to 0.02%. 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 2,607th-largest of 5,648 plans among New York employers on file, and 1,631st of 3,091 in educational services. In 2024, employees put in $1.80 for every $1.00 the employer contributed; active participation has grown from 163 to 204 since 2022.

Plan summary
Net assets, end of year$18,822,973
Participants with balances208
Active participants204
Employer contributions$815,746
Employee contributions$1,469,624
Employer contribution per active participant$3,999
Average account balance$90,495
Benefits paid to participants$407,523
Plan auditUnmodified (clean) audit opinion
AuditorLUTZ & CARR CPAS LLP
Plan history3
Yearassets · accounts · employer contribution
2024$18.8M · 208 accts · $816K emplr
2023$14.2M · 185 accts · $678K emplr
2022$10.6M · 168 accts · $565K emplr
Administrative expenses, itemized · 2024
Investment management$2,561
Total administrative$2,543
The Donorschoose.Org 401(k) match · 2024
Employer contribution per active participant$3,999
Median for plans this size$2,416
2024$3,999 per active participant
2023$3,511 per active participant
2022$3,466 per active participant

Donorschoose.Org'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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processingindirect comp

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$2,543 · 0.02%
2023$1,160 · 0.01%
2022$206 · 0.00%
Same employer
Similar plansEducational Services · New York
Gateway School of New York NY$20.3M · 0.03%
Manlius Pebble Hill School NY$19.0M · 0.07%
The Ross School NY$18.5M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 134129457 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.