Plan Ledger DOL Form 5500 · updated monthly

Portland Cement Association401(k)

PORTLAND CEMENT ASSOCIATION LONG-TERM SAVINGS AND THRIFT PLANS · WASHINGTON, DC · plan year 2023

Reported admin expense ratio · 2023
0.01%

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

Portland Cement Association reported $2,525 in plan administrative expenses for 2023: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $9,345 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 has held roughly steady near 0.011%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in District of Columbia (312th of 618), and the 945th of 3,341 in other services. In 2023, the employer put in $1.40 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$22,927,220
Participants with balances94
Active participants58
Employer contributions$542,017
Employee contributions$387,323
Employer contribution per active participant$9,345
Average account balance$243,907
Benefits paid to participants$3,525,156
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$22.9M · 94 accts · $542K emplr
2022$22.9M · 102 accts · $484K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$2,525
Total administrative$2,525
The Portland Cement Association 401(k) match · 2023
Employer contribution per active participant$9,345
Median for plans this size$2,440
2023$9,345 per active participant
2022$8,499 per active participant

Portland Cement Association's 2023 employer contribution ran above the $2,440 median for plans its size, placing it in the top quarter of its peers. 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
LINCOLN NATIONAL CORPORATION · Contract administrator$2,525

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

Administrative cost history2
2023$2,525 · 0.01%
2022$2,862 · 0.01%
Similar plansOther Services · District of Columbia
Public Citizen, Inc. DC$22.9M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 361638940 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.