Plan Ledger DOL Form 5500 · updated monthly

National 4-H Council403(b)

NATIONAL 4-H COUNCIL 403(B) PLAN · WASHINGTON, DC · plan year 2024

Reported admin expense ratio · 2024
0.40%

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

National 4-H Council reported $58,043 in plan administrative expenses for 2024: 0.40% of average plan assets, above the peer median. Employer contributions averaged $3,491 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 0.53% to 0.40%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in District of Columbia (380th of 618), and the 1,280th of 3,341 in other services. In 2024, employees put in $2.16 for every $1.00 the employer contributed; active participation has grown from 98 to 125 since 2022.

Plan summary
Net assets, end of year$15,260,390
Participants with balances151
Active participants125
Employer contributions$436,385
Employee contributions$941,227
Employer contribution per active participant$3,491
Average account balance$101,062
Benefits paid to participants$1,294,601
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$15.3M · 151 accts · $436K emplr
2023$13.5M · 161 accts · $402K emplr
2022$12.0M · 155 accts · $357K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$28,645
Investment management$29,398
Total administrative$58,043
Employer contributions to the National 4-H Council plan · 2024
Employer contribution per active participant$3,491
Median for plans this size$2,416
2024$3,491 per active participant
2023$4,142 per active participant
2022$3,643 per active participant

National 4-H Council's 2024 employer contribution ran above the $2,416 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
FIRST WESTERN TRUST · Investment advisory (plan)$29,399
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$28,645

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$58,043 · 0.40%
2023$45,669 · 0.36%
2022$72,601 · 0.53%
Same employer
Similar plansOther Services · District of Columbia

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Source: U.S. Department of Labor, Form 5500 series, EIN 362862206 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.