Plan Ledger DOL Form 5500 · updated monthly

The Henry M. Jackson Foundation for the Adv of Military Medicine, Inc.403(b)

HENRY M. JACKSON FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN · BETHESDA, MD · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

The Henry M. Jackson Foundation for the Adv of Military Medicine, Inc. reported $483,884 in plan administrative expenses for 2024: 0.08% of average plan assets, above the peer median. Employer contributions averaged $4,866 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 3 years on file its reported administrative ratio has held roughly steady near 0.084%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other professional & technical services employers. By assets it is the 35th-largest of 1,671 plans among Maryland employers on file, and the 291st of 11,654 in professional & technical services. In 2024, employees put in $1.33 for every $1.00 the employer contributed; active participation has grown from 2,255 to 2,718 since 2022.

Plan summary
Net assets, end of year$616,317,945
Participants with balances7,201
Active participants2,718
Employer contributions$13,225,622
Employee contributions$17,571,402
Employer contribution per active participant$4,866
Average account balance$85,588
Benefits paid to participants$23,959,421
Plan auditDisclaimer of opinion
AuditorWEYRICH, CRONIN & SORRA LLC
Plan history3
Yearassets · accounts · employer contribution
2024$616.3M · 7,201 accts · $13.2M emplr
2023$533.8M · 6,862 accts · $12.1M emplr
2022$449.7M · 6,716 accts · $11.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$397,971
Investment management$72,413
Audit (IQPA)$13,500
Total administrative$483,884
Employer contributions to the The Henry M. Jackson Foundation for the Adv of Military Medicine, Inc. plan · 2024
Employer contribution per active participant$4,866
Median for plans this size$4,294
2024$4,866 per active participant
2023$5,237 per active participant
2022$5,087 per active participant

The Henry M. Jackson Foundation for the Adv of Military Medicine, Inc.'s 2024 employer contribution ran above the $4,294 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
TIAA · Recordkeeping · Pension consulting$397,971
SAGEVIEW ADVISORY GROUP, LLC · Investment advisory (plan)$72,413
WEYRICH, CRONIN & SORRA LLC · Accounting / audit$13,500

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

Recordkeeper by year2
2024TIAA
2023TIAA

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

Administrative cost history3
2024$483,884 · 0.08%
2023$408,214 · 0.08%
2022$393,476 · 0.08%
Same employer
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Dla Piper LLP (US) MD$1.7B · 0.03%
Fti Consulting, Inc. MD$1.2B · 0.05%
Venable LLP MD$765.8M · 0.06%
Westat, Inc. MD$757.0M
Spirent Communications, Inc. MD$449.7M · 0.03%
Kci Technologies, Inc. MD$390.0M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 521317896 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.