Plan Ledger DOL Form 5500 · updated monthly

La Clinica Del Pueblo403(b)

LA CLINICA DEL PUEBLO 403(B) · WASHINGTON, DC · plan year 2024

Reported admin expense ratio · 2024
0.13%

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

La Clinica Del Pueblo reported $4,867 in plan administrative expenses for 2024: 0.13% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,535 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 rose from 0.10% to 0.13%. 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 (539th of 618), and 8,548th of 11,911 in health care & social assistance. In 2024, employees put in $2.14 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,012,610
Participants with balances177
Active participants130
Employer contributions$199,494
Employee contributions$426,038
Employer contribution per active participant$1,535
Average account balance$22,670
Benefits paid to participants$441,575
Plan auditUnmodified (clean) audit opinion
AuditorCOUNCILOR BUCHANAN MITCHELL, CPAS
Plan history3
Yearassets · accounts · employer contribution
2024$4.0M · 177 accts · $199K emplr
2023$3.5M · 181 accts · $187K emplr
2022$2.9M · 171 accts · $65K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,867
Total administrative$4,867
Employer contributions to the La Clinica Del Pueblo plan · 2024
Employer contribution per active participant$1,535
Median for plans this size$1,313
2024$1,535 per active participant
2023$1,347 per active participant
2022$501 per active participant

La Clinica Del Pueblo's 2024 employer contribution ran above the $1,313 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 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$4,392
LINCOLN NATIONAL CORPORATION · Contract administrator$950
KESTRA INVESTMENT SERVICES LLC · Other servicesindirect comp

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

Administrative cost history3
2024$4,867 · 0.13%
2023$3,790 · 0.12%
2022$3,165 · 0.10%
Same employer
Similar plansHealth Care & Social Assistance · District of Columbia
Friendship Place DC$5.0M · 0.07%
Rcm of Washington, Inc. DC$4.7M · 0.43%
Polaris Project DC$4.0M · 0.74%
Metro Homes, Inc. DC$3.5M · 0.40%
Pathways to Housing Dc DC$2.8M · 1.24%

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Source: U.S. Department of Labor, Form 5500 series, EIN 521942551 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.