Plan Ledger DOL Form 5500 · updated monthly

Edgeworth Economics401(k)

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

Reported admin expense ratio · 2024
0.37%

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

Edgeworth Economics reported $76,487 in plan administrative expenses for 2024: 0.37% of average plan assets, above the peer median. Employer contributions averaged $10,426 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 3 years on file its reported administrative ratio has held roughly steady near 0.375%. 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 among the smaller plans on file in District of Columbia (316th of 618), and the 5,150th of 11,654 in professional & technical services. In 2024, employees put in $1.34 for every $1.00 the employer contributed; active participation has grown from 69 to 77 since 2022.

Plan summary
Net assets, end of year$22,372,500
Participants with balances185
Active participants77
Employer contributions$802,768
Employee contributions$1,076,891
Employer contribution per active participant$10,426
Average account balance$120,932
Benefits paid to participants$902,928
Plan auditUnmodified (clean) audit opinion
AuditorCOHN REZNICK
Plan history3
Yearassets · accounts · employer contribution
2024$22.4M · 185 accts · $803K emplr
2023$18.4M · 186 accts · $643K emplr
2022$14.0M · 174 accts · $610K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$33,955
Investment management$42,532
Total administrative$76,487
The Edgeworth Economics 401(k) match · 2024
Employer contribution per active participant$10,426
Median for plans this size$2,416
2024$10,426 per active participant
2023$8,353 per active participant
2022$8,844 per active participant

Edgeworth Economics'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 · 20243
ONEDIGITAL INVESTMENT ADVISORS LLC · Investment advisory (plan)$38,710
EMPOWER ADVISORY GROUP, LLC · Investment management$3,822

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$76,487 · 0.37%
2023$59,994 · 0.37%
2022$56,165 · 0.37%
Similar plansProfessional & Technical Services · District of Columbia
Anne Lewis Strategies, LLC DC$23.5M · 0.30%
Sayres and Associates LLC DC$23.0M · 0.02%
Kids in Need of Defensekind DC$22.4M · 0.26%
Herren Associates, Inc. DC$22.2M · 0.22%
Treliant, LLC DC$21.4M · 0.08%
Afiniti Inc. DC$19.5M · 0.57%

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Source: U.S. Department of Labor, Form 5500 series, EIN 270965443 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.