Plan Ledger DOL Form 5500 · updated monthly

Marthas Table Inc.403(b)

MARTHAS TABLE INC. 403B PLAN · WASHINGTON, DC · plan year 2024

Reported admin expense ratio · 2024
0.39%

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

Marthas Table Inc. reported $17,531 in plan administrative expenses for 2024: 0.39% of average plan assets, below the peer median. Employer contributions averaged $2,015 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 0.30% to 0.39%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in District of Columbia (523rd of 618), and 2,322nd of 3,341 in other services. In 2024, the employer put in $1.03 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$4,839,974
Participants with balances290
Active participants136
Employer contributions$274,077
Employee contributions$267,057
Employer contribution per active participant$2,015
Average account balance$16,690
Benefits paid to participants$383,627
Plan auditUnmodified (clean) audit opinion
AuditorGELMAN ROSENBERG & FREEDMAN
Plan history3
Yearassets · accounts · employer contribution
2024$4.8M · 290 accts · $274K emplr
2023$4.2M · 269 accts · $244K emplr
2022$3.2M · 141 accts · $220K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,638
Investment management$15,893
Total administrative$17,531
Employer contributions to the Marthas Table Inc. plan · 2024
Employer contribution per active participant$2,015
Median for plans this size$1,313
2024$2,015 per active participant
2023$1,907 per active participant
2022$1,772 per active participant

Marthas Table Inc.'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 · 20242
AMERICAN UNITED LIFE INSURANCE CO · Recordkeeping · Loan processing$1,638
KESTRA ADVISORY SERVICES · Investment advisory (participants) · Investment advisory (plan)$15,893

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

Recordkeeper by year2
2024OneAmerica
2023OneAmerica

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

Administrative cost history3
2024$17,531 · 0.39%
2023$13,500 · 0.37%
2022$11,152 · 0.30%
Same employer
Similar plansOther Services · District of Columbia
Relief International DC$6.7M · 0.05%
Windward Fund DC$4.4M · 0.77%
J Street DC$4.2M · 0.07%
Dscc DC$4.0M · 1.38%

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Source: U.S. Department of Labor, Form 5500 series, EIN 521186071 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.