Plan Ledger DOL Form 5500 · updated monthly

Institute for Public Health Innovation403(b)

INSTITUTE FOR PUBLIC HEALTH INNOVATION 403(B) RETIREMENT PLAN · WASHINGTON, DC · plan year 2024

Reported admin expense ratio · 2024
0.82%

Institute for Public Health Innovation reported $41,849 in plan administrative expenses for 2024: 0.82% of average plan assets, above the peer median. 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 0.90% to 0.82%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in District of Columbia (515th of 618), and 7,790th of 11,911 in health care & social assistance. active participation has shrunk from 119 to 62 since 2022.

Plan summary
Net assets, end of year$5,208,869
Participants with balances268
Active participants62
Employer contributions—
Employee contributions$214,423
Employer contribution per active participant—
Average account balance$19,436
Benefits paid to participants$555,388
Plan auditUnmodified (clean) audit opinion
AuditorJONES, MARESCA & MCQUADE, P.A.
Plan history3
Yearassets · accounts · employer contribution
2024$5.2M · 268 accts
2023$5.0M · 240 accts · $24K emplr
2022$5.2M · 389 accts · $1.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$24,883
Investment management$16,966
Total administrative$41,849
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
USI CONSULTING GROUP · Claims processing · Recordkeeping$24,883

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

Recordkeeper by year2
2024USI Consulting
2023USI Consulting

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

Administrative cost history3
2024$41,849 · 0.82%
2023$68,729 · 1.35%
2022$47,495 · 0.90%
Similar plansHealth Care & Social Assistance · District of Columbia
Capital Area Food Bank DC$7.9M · 0.64%
Friendship Place DC$5.0M · 0.07%
Rcm of Washington, Inc. DC$4.7M · 0.43%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 463039129 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.