Plan Ledger DOL Form 5500 · updated monthly

Mundo Verde Bilingual Public Charter School401(k)

MUNDO VERDE BILINGUAL PUBLIC CHARTER SCHOOL RETIREMENT TRUST · WASHINGTON, DC · plan year 2024

Reported admin expense ratio · 2024
0.46%

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

Mundo Verde Bilingual Public Charter School reported $19,959 in plan administrative expenses for 2024: 0.46% of average plan assets, below the peer median. Employer contributions averaged $1,703 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 0.32% to 0.46%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in District of Columbia (518th of 618), and 9,782nd of 11,654 in professional & technical services. In 2024, employees put in $1.44 for every $1.00 the employer contributed; active participation has grown from 248 to 278 since 2022.

Plan summary
Net assets, end of year$5,049,161
Participants with balances384
Active participants278
Employer contributions$473,371
Employee contributions$680,305
Employer contribution per active participant$1,703
Average account balance$13,149
Benefits paid to participants$200,521
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$5.0M · 384 accts · $473K emplr
2023$3.5M · 345 accts · $357K emplr
2022$2.6M · 210 accts · $350K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$19,461
Investment management$498
Total administrative$19,959
The Mundo Verde Bilingual Public Charter School 401(k) match · 2024
Employer contribution per active participant$1,703
Median for plans this size$1,313
2024$1,703 per active participant
2023$1,232 per active participant
2022$1,410 per active participant

Mundo Verde Bilingual Public Charter School'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
RESOURCES INVESTMENT ADVISORS, LLC · Investment management$498

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$19,959 · 0.46%
2023$9,342 · 0.31%
2022$8,635 · 0.32%
Same employer
Similar plansProfessional & Technical Services · District of Columbia
Quadrant Strategies LLC DC$6.1M · 0.50%
B. Frank Joy LLC DC$5.5M · 0.83%
Telesolv Consulting, Inc. DC$5.4M · 1.31%
Interfolio, Inc. DC$5.0M · 0.74%
Borger Management Inc DC$4.8M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 262569958 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.