Plan Ledger DOL Form 5500 · updated monthly

International Spy Museum401(k)

INTERNATIONAL SPY MUSEUM 401(K) RETIREMENT PLAN · WASHINGTON, DC · plan year 2023

Reported admin expense ratio · 2023
0.01%

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

International Spy Museum reported $660 in plan administrative expenses for 2023: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,671 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 1 year on file its reported administrative ratio rose from 0.00% to 0.01%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other accommodation & food services employers. By assets it is among the smaller plans on file in District of Columbia (501st of 618), and the 765th of 2,240 in accommodation & food services. In 2023, employees put in $2.25 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,451,166
Participants with balances98
Active participants136
Employer contributions$227,227
Employee contributions$511,523
Employer contribution per active participant$1,671
Average account balance$65,828
Benefits paid to participants$1,767,450
Plan auditUnmodified (clean) audit opinion
AuditorCOHREZNICK, LLP
Plan history2
Yearassets · accounts · employer contribution
2023$6.5M · 98 accts · $227K emplr
2022$6.3M · 154 accts · $179K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$660
Total administrative$660
The International Spy Museum 401(k) match · 2023
Employer contribution per active participant$1,671
Median for plans this size$1,308
2023$1,671 per active participant
2022$1,395 per active participant

International Spy Museum's 2023 employer contribution ran above the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
EPIC RETIREMENT PLAN SERVICES, INC. · Recordkeeping · Loan processing$660

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

Administrative cost history2
2023$660 · 0.01%
2022$150 · 0.00%
Similar plansAccommodation & Food Services · District of Columbia
Thinkfoodgroup, LLC DC$9.5M · 1.17%
Rb Properties, Inc. DC$6.6M · 0.95%
Placemakr, Inc DC$5.2M · 0.58%
Stone Soup, Inc. DC$2.2M · 1.61%
Riggs Dc, LLC DC$1.9M · 0.70%

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Source: U.S. Department of Labor, Form 5500 series, EIN 461479450 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.