Plan Ledger DOL Form 5500 · updated monthly

Infectious Diseases Society of America401(k)

INFECTIOUS DISEASES SOCIETY OF AMERICA RETIREMENT PLAN · ARLINGTON, VA · plan year 2024

Reported admin expense ratio · 2024
0.42%

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

Infectious Diseases Society of America reported $70,658 in plan administrative expenses for 2024: 0.42% of average plan assets, above the peer median. Employer contributions averaged $7,686 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.

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 1,025th-largest of 2,266 plans among Virginia employers on file, and the 1,095th of 3,341 in other services. In 2024, employees put in $1.03 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$18,954,332
Participants with balances133
Active participants109
Employer contributions$837,763
Employee contributions$860,024
Employer contribution per active participant$7,686
Average account balance$142,514
Benefits paid to participants$551,825
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$70,658
Total administrative$70,658
The Infectious Diseases Society of America 401(k) match · 2024
Employer contribution per active participant$7,686
Median for plans this size$2,416

Infectious Diseases Society of America'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
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$70,657
GALLAGHER FIDUCIARY ADVISORS, LLC · Investment advisory (plan)indirect comp
MORNINGSTAR INVESTMENT MANAGEMENT L · Investment advisory (participants)indirect comp

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

Administrative cost history1
2024$70,658 · 0.42%
Same employer
Similar plansOther Services · Virginia
Moore & Giles VA$18.2M · 0.47%
Global Impact VA$15.8M · 0.35%

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Source: U.S. Department of Labor, Form 5500 series, EIN 237045686 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.