Plan Ledger DOL Form 5500 · updated monthly

Euphemia L. Haynes Public Charter School, Inc.403(b)

EUPHEMIA L. HAYNES PUBLIC CHARTER SCHOOL, INC. 403(B) PLAN · WASHINGTON, DC · plan year 2024

Reported admin expense ratio · 2024
0.60%

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

Euphemia L. Haynes Public Charter School, Inc. reported $79,478 in plan administrative expenses for 2024: 0.60% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,806 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 0.56% to 0.60%. 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 among the smaller plans on file in District of Columbia (393rd of 618), and 1,881st of 3,091 in educational services. In 2024, the employer put in $1.00 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$13,563,306
Participants with balances423
Active participants194
Employer contributions$544,294
Employee contributions$542,518
Employer contribution per active participant$2,806
Average account balance$32,065
Benefits paid to participants$2,069,216
Plan auditDisclaimer of opinion
AuditorGRAY, GRAY AND GRAY
Plan history3
Yearassets · accounts · employer contribution
2024$13.6M · 423 accts · $544K emplr
2023$12.7M · 427 accts · $560K emplr
2022$10.4M · 391 accts · $518K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$37,770
Investment management$31,676
Trustee / custodial$8,834
Total administrative$79,478
Employer contributions to the Euphemia L. Haynes Public Charter School, Inc. plan · 2024
Employer contribution per active participant$2,806
Median for plans this size$2,416
2024$2,806 per active participant
2023$2,771 per active participant
2022$2,643 per active participant

Euphemia L. Haynes Public Charter School, Inc.'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 · 20243
SENTINEL BENEFITS GROUP, LLC · Recordkeeping$37,770
KESTRA ADVISORY SERVICES, LLC · Investment advisory (participants)$31,676
MID ATLANTIC TRUST COMPANY · Custodial (securities)$10,032

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

Recordkeeper by year2
2024Sentinel Group
2023Sentinel Group

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

Administrative cost history3
2024$79,478 · 0.60%
2023$66,655 · 0.58%
2022$52,531 · 0.56%
Same employer
Similar plansEducational Services · District of Columbia
Capitol Hill Day School DC$17.9M · 0.08%
Digital Promise DC$15.3M · 0.20%
The River School DC$14.1M · 0.55%
Common Cause Education Fund DC$13.4M · 0.33%

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Source: U.S. Department of Labor, Form 5500 series, EIN 200295905 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.