Plan Ledger DOL Form 5500 · updated monthly

Hillwood Estate, Museum & Gardens403(b)

HILLWOOD ESTATE, MUSEUM & GARDENS 403(B) PLAN · WASHINGTON, DC · plan year 2024

Reported admin expense ratio · 2024
0.39%

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

Hillwood Estate, Museum & Gardens reported $36,946 in plan administrative expenses for 2024: 0.39% of average plan assets, below the peer median. Employer contributions averaged $1,205 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 0.385%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is among the smaller plans on file in District of Columbia (444th of 618), and 688th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $2.77 for every $1.00 the employer contributed; active participation has grown from 106 to 120 since 2022.

Plan summary
Net assets, end of year$9,798,543
Participants with balances185
Active participants120
Employer contributions$144,638
Employee contributions$400,951
Employer contribution per active participant$1,205
Average account balance$52,965
Benefits paid to participants$1,147,222
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$9.8M · 185 accts · $145K emplr
2023$9.4M · 174 accts · $342K emplr
2022$8.0M · 175 accts · $226K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$18,946
Investment management$18,000
Total administrative$36,946
Employer contributions to the Hillwood Estate, Museum & Gardens plan · 2024
Employer contribution per active participant$1,205
Median for plans this size$1,313
2024$1,205 per active participant
2023$2,754 per active participant
2022$2,132 per active participant

Hillwood Estate, Museum & Gardens's 2024 employer contribution ran below the $1,313 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 · 20242
THE VANGUARD GROUP, INC. · Recordkeeping · Loan processing$18,946
ONE DIGITAL INVESTMENT ADVISORS · Investment advisory (plan)$18,000

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

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

Administrative cost history3
2024$36,946 · 0.39%
2023$38,249 · 0.44%
2022$34,656 · 0.39%
Similar plansArts, Entertainment & Recreation · District of Columbia
The Phillips Collection DC$16.9M · 0.30%
Its My Party, Inc. DC$2.8M · 0.03%
Solidcore Holdings LLC DC$882K · 0.48%

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Source: U.S. Department of Labor, Form 5500 series, EIN 526080752 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.