Plan Ledger DOL Form 5500 · updated monthly

Emily's List401(k)

EMILY'S LIST 401(K) RETIREMENT PLAN · WASHINGTON, DC · plan year 2025

Reported admin expense ratio · 2025
0.35%

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

Emily's List reported $59,741 in plan administrative expenses for 2025: 0.35% of average plan assets, above the peer median. Employer contributions averaged $4,030 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 fell from 0.41% to 0.35%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in District of Columbia (350th of 618), and the 1,113th of 3,341 in other services. In 2025, employees put in $1.68 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$18,473,272
Participants with balances234
Active participants100
Employer contributions$402,952
Employee contributions$677,820
Employer contribution per active participant$4,030
Average account balance$78,946
Benefits paid to participants$831,907
Plan auditUnmodified (clean) audit opinion
AuditorMULLEN,SONDBERG,WIMBISH & STONE,PA
Plan history4
Yearassets · accounts · employer contribution
2025$18.5M · 234 accts · $403K emplr
2024$15.5M · 255 accts · $470K emplr
2023$13.2M · 258 accts · $513K emplr
2022$10.5M · 241 accts · $537K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$19,115
Investment management$40,626
Total administrative$59,741
The Emily's List 401(k) match · 2025
Employer contribution per active participant$4,030
Median for plans this size$2,666
2025$4,030 per active participant
2024$4,231 per active participant
2023$4,420 per active participant
2022$5,217 per active participant

Emily's List's 2025 employer contribution ran above the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
THE VANGUARD GROUP, INC. · Recordkeeping$19,115
COLLECTIVE WEALTH PARTNERS · Investment advisory (plan)$40,626

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

Recordkeeper by year3
2025Vanguard
2024Vanguard
2023Vanguard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history4
2025$59,741 · 0.35%
2024$56,902 · 0.40%
2023$47,983 · 0.41%
2022$45,773 · 0.41%
Same employer
Similar plansOther Services · District of Columbia
American Farmland Trust DC$20.2M · 0.72%
Community Connections, Inc. DC$18.4M · 0.38%

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Source: U.S. Department of Labor, Form 5500 series, EIN 521391360 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.