Plan Ledger DOL Form 5500 · updated monthly

National Society Daughters of the American Revolution403(b)

NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION 403(B) PLAN · WASHINGTON, DC · plan year 2024

Reported admin expense ratio · 2024
0.14%

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

National Society Daughters of the American Revolution reported $21,171 in plan administrative expenses for 2024: 0.14% of average plan assets, below the peer median. Employer contributions averaged $3,680 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 0.13% to 0.14%. 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 (367th of 618), and the 1,188th of 3,341 in other services. In 2024, employees put in $1.96 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$16,807,160
Participants with balances171
Active participants90
Employer contributions$331,167
Employee contributions$649,441
Employer contribution per active participant$3,680
Average account balance$98,287
Benefits paid to participants$709,142
Plan auditUnmodified (clean) audit opinion
AuditorCARON AND BLETZER, PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$16.8M · 171 accts · $331K emplr
2023$13.9M · 171 accts · $300K emplr
2022$12.6M · 167 accts · $283K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$21,171
Total administrative$21,171
Employer contributions to the National Society Daughters of the American Revolution plan · 2024
Employer contribution per active participant$3,680
Median for plans this size$2,416
2024$3,680 per active participant
2023$3,001 per active participant
2022$2,952 per active participant

National Society Daughters of the American Revolution'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
VANGUARD$19,996

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$21,171 · 0.14%
2023$19,230 · 0.14%
2022$18,138 · 0.13%
Same employer
Similar plansOther Services · District of Columbia
Bread for the World, Inc. DC$17.3M · 0.01%
Food & Water Watch DC$17.1M · 0.08%
National 4-H Council DC$15.3M · 0.40%

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Source: U.S. Department of Labor, Form 5500 series, EIN 530205923 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.