Plan Ledger DOL Form 5500 · updated monthly

Georgetown Day School, Inc.403(b)

GEORGETOWN DAY SCHOOL, INC. 403(B) RETIREMENT PLAN · WASHINGTON, DC · plan year 2024

Reported admin expense ratio · 2024
0.09%

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

Georgetown Day School, Inc. reported $87,328 in plan administrative expenses for 2024: 0.09% of average plan assets, below the peer median. Employer contributions averaged $4,206 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 0.03% to 0.09%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other educational services employers. By assets it is the 92nd-largest of 618 plans among District of Columbia employers on file, and the 499th of 3,091 in educational services. In 2024, employees put in $1.58 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$106,173,473
Participants with balances631
Active participants357
Employer contributions$1,501,498
Employee contributions$2,373,603
Employer contribution per active participant$4,206
Average account balance$168,262
Benefits paid to participants$5,334,739
Plan auditDisclaimer of opinion
Plan history4
Yearassets · accounts · employer contribution
2025$0 · $522K emplr
2024$106.2M · 631 accts · $1.5M emplr
2023$93.4M · 628 accts · $1.4M emplr
2022$82.0M · 586 accts · $1.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,655
Total administrative$87,328
Employer contributions to the Georgetown Day School, Inc. plan · 2024
Employer contribution per active participant$4,206
Median for plans this size$3,635
2024$4,206 per active participant
2023$3,819 per active participant
2022$3,870 per active participant

Georgetown Day School, Inc.'s 2024 employer contribution ran above the $3,635 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 · 20244
MILLENNIUM ADVISORY SERVICES, INC · Investment advisory (plan)$74,827
COMMONWEATLH FINANCIAL NETWORK · Investment advisory (plan) · Investment advisory (participants)$10,846
TIAA$3,050
RELIASTAR LIFE INSURANCE COMPANYindirect comp

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

Administrative cost history4
2025Not separately reported
2024$87,328 · 0.09%
2023$30,402 · 0.03%
2022$29,664 · 0.03%
Same employer
Similar plansEducational Services · District of Columbia
The Urban Institute DC$329.9M · 0.07%
Sidwell Friends School DC$83.1M · 0.21%
Great Minds Pbc DC$79.6M · 0.21%

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Source: U.S. Department of Labor, Form 5500 series, EIN 530204701 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.