Plan Ledger DOL Form 5500 · updated monthly

Public Policy Holding Company, Inc.401(k)

PUBLIC POLICY HOLDING COMPANY, INC. 401(K) PLAN · WASHINGTON, DC · plan year 2024

Reported admin expense ratio · 2024
0.63%

Public Policy Holding Company, Inc. reported $231,600 in plan administrative expenses for 2024: 0.63% of average plan assets, higher than ~75% of peers. 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 0.43% to 0.63%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 209th-largest of 618 plans among District of Columbia employers on file, and the 3,345th of 11,654 in professional & technical services. active participation has grown from 243 to 334 since 2022.

Plan summary
Net assets, end of year$39,294,861
Participants with balances289
Active participants334
Employer contributions—
Employee contributions$3,943,111
Employer contribution per active participant—
Average account balance$135,968
Benefits paid to participants$4,297,995
Plan auditUnmodified (clean) audit opinion
AuditorMNBLUM
Plan history3
Yearassets · accounts · employer contribution
2024$39.3M · 289 accts
2023$34.7M · 276 accts
2022$23.0M · 201 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$231,600
Total administrative$231,600
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 · 20244
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$223,068
COASTAL PENSION SERVICES, INC · Contract administrator · Other services$8,532
RAYMOND JAMES INSURANCE GROUP, INC. · Investment advisory (plan)indirect comp
MORNINGSTAR INVESTMENT MANAGEMENT · Investment advisory (participants)indirect comp

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$231,600 · 0.63%
2023$171,234 · 0.59%
2022$102,422 · 0.43%
Same employer
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Control Risks Group, LLC DC$42.2M · 0.30%
American Geophysical Union DC$42.0M · 0.12%
Cato Institute DC$40.3M · 0.17%
Arabella Advisors DC$40.0M · 0.42%
The Morning Consult LLC DC$39.0M · 0.03%
The Heritage Foundation DC$38.1M · 0.15%
Cssi, Inc. DC$37.1M · 0.31%
Hollingsworth LLP DC$36.1M · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 873557229 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.