Plan Ledger DOL Form 5500 · updated monthly

Home School Legal Defense Association401(k)

HOME SCHOOL LEGAL DEFENSE ASSOCIATION 401(K) PLAN · PURCELLVILLE, VA · plan year 2024

Reported admin expense ratio · 2024
0.16%

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

Home School Legal Defense Association reported $24,331 in plan administrative expenses for 2024: 0.16% of average plan assets, below the peer median. Employer contributions averaged $5,535 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 0.04% to 0.16%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Virginia (1,149th of 2,266), and 6,380th of 11,654 in professional & technical services. In 2024, the employer put in $1.71 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$15,867,943
Participants with balances136
Active participants106
Employer contributions$586,716
Employee contributions$343,595
Employer contribution per active participant$5,535
Average account balance$116,676
Benefits paid to participants$930,908
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$15.9M · 136 accts · $587K emplr
2023$14.9M · 127 accts · $582K emplr
2022$13.1M · 125 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$24,331
Total administrative$24,331
The Home School Legal Defense Association 401(k) match · 2024
Employer contribution per active participant$5,535
Median for plans this size$2,416
2024$5,535 per active participant
2023$5,246 per active participant
2022$9,685 per active participant

Home School Legal Defense Association'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 · 20241
ALERUS FINANCIAL, N.A. · Recordkeeping · Custodial (securities)$24,331

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

Recordkeeper by year2
2024Alerus
2023Alerus

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

Administrative cost history3
2024$24,331 · 0.16%
2023$9,642 · 0.07%
2022$4,868 · 0.04%
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 521354365 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.