Plan Ledger DOL Form 5500 · updated monthly

Earthscope Consortium403(b)

EARTHSCOPE CONSORTIUM 403B · WASHINGTON, DC · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

Earthscope Consortium reported $25,359 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $10,470 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 1 year on file its reported administrative ratio fell from 0.10% to 0.05%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 160th-largest of 618 plans among District of Columbia employers on file, and the 2,564th of 11,654 in professional & technical services. In 2024, the employer put in $1.05 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$55,295,577
Participants with balances317
Active participants164
Employer contributions$1,717,124
Employee contributions$1,637,511
Employer contribution per active participant$10,470
Average account balance$174,434
Benefits paid to participants$2,774,234
Plan auditUnmodified (clean) audit opinion
AuditorCALIBRE CPA GROUP
Plan history2
Yearassets · accounts · employer contribution
2024$55.3M · 317 accts · $1.7M emplr
2023$47.3M · 298 accts · $1.4M emplr
Employer contributions to the Earthscope Consortium plan · 2024
Employer contribution per active participant$10,470
Median for plans this size$3,635
2024$10,470 per active participant
2023$7,916 per active participant

Earthscope Consortium's 2024 employer contribution ran above the $3,635 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
CAPFINANCIAL PARTNERS LLC · Recordkeeping · Loan processing$14,854
TIAA · Recordkeeping · Loan processing$10,162

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

Recordkeeper by year2
2024CAPFINANCIAL PARTNERS LLC, TIAA
2023Principal, TIAA

This plan has changed recordkeepers within these filings. If you left Earthscope Consortium before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history2
2024$25,359 · 0.05%
2023$30,377 · 0.10%
Similar plansProfessional & Technical Services · District of Columbia
Ls Technologies, LLC DC$56.6M · 0.25%
Fiscalnote, Inc. DC$55.8M · 0.26%
Kiernan Trebach LLP DC$50.4M · 0.20%
Ai Sky US Bidco, Inc. DC$49.3M · 0.47%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 521362650 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.