Plan Ledger DOL Form 5500 · updated monthly

Foundation for the National Institutes of Health Inc.DC plan

FOUNDATION FOR THE NATIONAL INSTITUTES OF HEALTH 403(B) DC PLAN · NORTH BETHESDA, MD · plan year 2024

Reported admin expense ratio · 2024
0.16%

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

Foundation for the National Institutes of Health Inc. reported $40,796 in plan administrative expenses for 2024: 0.16% of average plan assets, below the peer median. Employer contributions averaged $10,200 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 0.18% to 0.16%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is the 504th-largest of 1,671 plans among Maryland employers on file, and the 794th of 3,341 in other services. In 2024, employees put in $1.09 for every $1.00 the employer contributed; active participation has grown from 78 to 119 since 2022.

Plan summary
Net assets, end of year$27,392,371
Participants with balances231
Active participants119
Employer contributions$1,213,742
Employee contributions$1,322,652
Employer contribution per active participant$10,200
Average account balance$118,582
Benefits paid to participants$899,632
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$27.4M · 231 accts · $1.2M emplr
2023$22.6M · 211 accts · $1.0M emplr
2022$19.1M · 191 accts · $769K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$40,796
Total administrative$40,796
Employer contributions to the Foundation for the National Institutes of Health Inc. plan · 2024
Employer contribution per active participant$10,200
Median for plans this size$2,416
2024$10,200 per active participant
2023$10,385 per active participant
2022$9,864 per active participant

Foundation for the National Institutes of Health Inc.'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
TIAA$21,978
FLEXPATH STRATEGIES, LLC · Investment advisory (plan)$11,497
KESTRA ADVISORY SERVICES, LLC · Investment advisory (participants)$5,427

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$40,796 · 0.16%
2023$32,483 · 0.16%
2022$36,747 · 0.18%
Same employer
Similar plansOther Services · Maryland
The Arc Baltimore, Inc. MD$26.0M · 0.03%
Umgc Ventures, Inc. MD$21.5M · 0.39%

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Source: U.S. Department of Labor, Form 5500 series, EIN 521986675 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.