Plan Ledger DOL Form 5500 · updated monthly

Lieber Institute, Inc.403(b)

LIEBER INSTITUTE, INC. 403(B) PLAN · BALTIMORE, MD · plan year 2024

Reported admin expense ratio · 2024
0.29%

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

Lieber Institute, Inc. reported $45,801 in plan administrative expenses for 2024: 0.29% of average plan assets, below the peer median. Employer contributions averaged $4,956 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 0.34% to 0.29%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 714th-largest of 1,671 plans among Maryland employers on file, and 5,966th of 11,654 in professional & technical services. In 2024, employees put in $1.98 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$17,781,833
Participants with balances175
Active participants114
Employer contributions$564,976
Employee contributions$1,120,641
Employer contribution per active participant$4,956
Average account balance$101,610
Benefits paid to participants$190,439
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$17.8M · 175 accts · $565K emplr
2023$14.3M · 167 accts · $550K emplr
2022$11.1M · 166 accts · $554K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$19,022
Investment management$26,779
Total administrative$45,801
Employer contributions to the Lieber Institute, Inc. plan · 2024
Employer contribution per active participant$4,956
Median for plans this size$2,416
2024$4,956 per active participant
2023$4,665 per active participant
2022$4,615 per active participant

Lieber Institute, Inc.'s 2024 employer contribution ran above the $2,416 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 · 20242
THE VANGUARD GROUP, INC. · Recordkeeping · Loan processing$19,021
KESTRA ADVISORY SERVICES. · Investment advisory (plan)$26,779

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

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

Administrative cost history3
2024$45,801 · 0.29%
2023$37,313 · 0.29%
2022$38,099 · 0.34%
Same employer
Similar plansProfessional & Technical Services · Maryland
The Educe Group MD$18.7M · 0.28%
Innoplex, LLC MD$18.7M · 0.43%
Omnyon MD$18.5M · 0.28%
Fiducial, Inc. MD$17.9M · 0.33%
Integral Federal, Inc. MD$17.7M · 0.37%
Wts International, LLC MD$17.2M · 0.89%
Digital Infuzion, LLC MD$17.0M · 0.34%
Hollis Seunarine Mdpa LLC MD$16.9M · 0.32%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 263690883 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.