Plan Ledger DOL Form 5500 · updated monthly

Freedom House Inc.403(b)

FREEDOM HOUSE 403B RETIREMENT PLAN · WASHINGTON, DC · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Freedom House Inc. reported $1,458 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $8,403 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 0.010% to 0.006%. 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 282nd-largest of 618 plans among District of Columbia employers on file, and the 850th of 3,341 in other services. In 2024, employees put in $1.17 for every $1.00 the employer contributed; active participation has grown from 158 to 179 since 2022.

Plan summary
Net assets, end of year$25,539,198
Participants with balances288
Active participants179
Employer contributions$1,504,156
Employee contributions$1,759,596
Employer contribution per active participant$8,403
Average account balance$88,678
Benefits paid to participants$1,570,479
Plan auditDisclaimer of opinion
AuditorRUBINO & COMPANY CHARTERED
Plan history3
Yearassets · accounts · employer contribution
2024$25.5M · 288 accts · $1.5M emplr
2023$20.4M · 286 accts · $1.3M emplr
2022$15.4M · 267 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,458
Total administrative$1,458
Employer contributions to the Freedom House Inc. plan · 2024
Employer contribution per active participant$8,403
Median for plans this size$2,416
2024$8,403 per active participant
2023$7,273 per active participant
2022$6,818 per active participant

Freedom House 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
AMERICAN UNITED LIFE INSURANCE CO · Recordkeeping · Loan processing$2,283
TRIBRIDGE PTNRS FINANCIAL · Consultingindirect comp
MML INVESTORS SERVICES LLC · Consultingindirect comp

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

Recordkeeper by year2
2024OneAmerica
2023OneAmerica

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

Administrative cost history3
2024$1,458 · 0.01%
2023$1,421 · 0.01%
2022$1,657 · 0.01%
Same employer
Similar plansOther Services · District of Columbia
The Wilderness Society DC$25.7M · 0.30%
Cnfa DC$25.2M
National Public Media, LLC DC$24.9M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 131656647 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.