Plan Ledger DOL Form 5500 · updated monthly

For Our Future401(k)

FOR OUR FUTURE ACTION FUND 401(K) PROFIT SHARING PLAN & TRUST · WASHINGTON, DC · plan year 2024

Reported admin expense ratio · 2024
0.06%

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

For Our Future reported $778 in plan administrative expenses for 2024: 0.06% of average plan assets, lower than ~75% of peers. Employer contributions averaged $0 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 fell from 0.11% to 0.06%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in District of Columbia (588th of 618), and 11,137th of 11,654 in professional & technical services. active participation has shrunk from 14 to 8 since 2022.

Plan summary
Net assets, end of year$1,304,118
Participants with balances137
Active participants8
Employer contributions$0
Employee contributions$0
Employer contribution per active participant$0
Average account balance$9,519
Benefits paid to participants$48,121
Plan auditUnmodified (clean) audit opinion
AuditorGRF CPAS & ADVISORS
Plan history3
Yearassets · accounts · employer contribution
2024$1.3M · 137 accts
2023$1.2M · 141 accts
2022$1.2M · 149 accts · $10K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$495
Investment management$283
Total administrative$778
The For Our Future 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$1,313

For Our Future's 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom 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.

Administrative cost history3
2024$778 · 0.06%
2023$949 · 0.08%
2022$1,403 · 0.11%
Similar plansProfessional & Technical Services · District of Columbia
Enlightened Inc DC$1.8M · 2.41%
Cobec Consulting, Inc. DC$1.5M · 1.13%
Enovational Corp DC$1.3M · 0.12%
Cognition LLC DC$755K · 3.93%
Ft Management LLC DC$186K · 0.57%

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Source: U.S. Department of Labor, Form 5500 series, EIN 812638345 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.