Plan Ledger DOL Form 5500 · updated monthly

Investment Company Institute401(k)

INVESTMENT COMPANY INSTITUTE SECTION 401(K) PLAN · WASHINGTON, DC · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Investment Company Institute reported $33,433 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $21,497 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 fell from 0.03% to 0.02%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other other services employers. By assets it is the 66th-largest of 618 plans among District of Columbia employers on file, and the 107th of 3,341 in other services. In 2024, the employer put in $1.21 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$165,196,307
Participants with balances263
Active participants165
Employer contributions$3,546,975
Employee contributions$2,935,188
Employer contribution per active participant$21,497
Average account balance$628,123
Benefits paid to participants$9,947,691
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$165.2M · 263 accts · $3.5M emplr
2023$144.9M · 271 accts · $3.2M emplr
2022$121.2M · 263 accts · $3.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$33,433
Total administrative$33,433
The Investment Company Institute 401(k) match · 2024
Employer contribution per active participant$21,497
Median for plans this size$3,635
2024$21,497 per active participant
2023$19,481 per active participant
2022$19,483 per active participant

Investment Company Institute's 2024 employer contribution ran above the $3,635 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
T ROWE PRICE RPS INC · Recordkeeping · Trustee$33,657

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

Recordkeeper by year2
2024T. Rowe Price
2023T. Rowe Price

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

Administrative cost history3
2024$33,433 · 0.02%
2023$33,084 · 0.02%
2022$34,982 · 0.03%
Same employer
Similar plansOther Services · District of Columbia
The Aspen Institute DC$192.8M · 0.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 135266605 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.