Plan Ledger DOL Form 5500 · updated monthly

National Foundation for the Cdc, Inc.403(b)

NAT'L FOUNDATION FOR THE CENTERS FOR DISEASE CONTROL/PREVENTION INC DEFINED CONTRIBUTION RETIREMENT PLAN · ATLANTA, GA · plan year 2024

Reported admin expense ratio · 2024
0.26%

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

National Foundation for the Cdc, Inc. reported $163,065 in plan administrative expenses for 2024: 0.26% of average plan assets, higher than ~75% of peers. Employer contributions averaged $5,623 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 0.57% to 0.26%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other other services employers. By assets it is the 369th-largest of 2,160 plans among Georgia employers on file, and the 305th of 3,341 in other services. In 2024, the employer put in $1.50 for every $1.00 employees contributed themselves; active participation has shrunk from 1,493 to 1,027 since 2022.

Plan summary
Net assets, end of year$68,063,720
Participants with balances1,693
Active participants1,027
Employer contributions$5,774,828
Employee contributions$3,856,328
Employer contribution per active participant$5,623
Average account balance$40,203
Benefits paid to participants$6,582,382
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$68.1M · 1,693 accts · $5.8M emplr
2023$56.3M · 1,756 accts · $6.7M emplr
2022$43.2M · 2,287 accts · $9.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$139,601
Audit (IQPA)$158
Total administrative$163,065
Employer contributions to the National Foundation for the Cdc, Inc. plan · 2024
Employer contribution per active participant$5,623
Median for plans this size$3,635
2024$5,623 per active participant
2023$5,595 per active participant
2022$6,469 per active participant

National Foundation for the Cdc, Inc.'s 2024 employer contribution ran above the $3,635 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
TIAA$105,400
ONEDIGITAL INVESTMENT ADVISORS · Investment advisory (plan)$47,559

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$163,065 · 0.26%
2023$118,621 · 0.24%
2022$197,488 · 0.57%
Same employer
Similar plansOther Services · Georgia
Mimedx Group, Inc. GA$86.2M · 0.12%
Leaseplan U.S.A., Inc. GA$72.6M · 0.19%
Lor, Inc. GA$70.4M · 0.20%
Sidel, Inc. GA$62.1M · 0.17%
Dekra North America, Inc. GA$48.9M · 0.64%
World 50 GA$37.9M · 0.13%

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Source: U.S. Department of Labor, Form 5500 series, EIN 582106707 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.