Institute for Defense Analyses403(b)
INSTITUTE FOR DEFENSE ANALYSES TAX DEFERRED ANNUITY PLAN · ALEXANDRIA, VA · plan year 2024
Institute for Defense Analyses reported $209,787 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. 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 fell from 0.027% to 0.025%. 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 50th-largest of 2,266 plans among Virginia employers on file, and the 202nd of 11,654 in professional & technical services.
Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
This plan has changed recordkeepers within these filings. If you left Institute for Defense Analyses before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).
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Source: U.S. Department of Labor, Form 5500 series, EIN 530233247 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.