Plan Ledger DOL Form 5500 · updated monthly

Saint Coletta of Greater Washington Inc.403(b)

SAINT COLETTA OF GREATER WASHINGTON 403(B) PLAN · WASHINGTON, DC · plan year 2024

Reported admin expense ratio · 2024
0.16%

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

Saint Coletta of Greater Washington Inc. reported $17,000 in plan administrative expenses for 2024: 0.16% of average plan assets, below the peer median. Employer contributions averaged $508 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 0.05% to 0.16%. 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 (428th of 618), and the 1,580th of 3,341 in other services. In 2024, employees put in $1.92 for every $1.00 the employer contributed; active participation has grown from 320 to 395 since 2022.

Plan summary
Net assets, end of year$10,810,908
Participants with balances186
Active participants395
Employer contributions$200,519
Employee contributions$385,823
Employer contribution per active participant$508
Average account balance$58,123
Benefits paid to participants$1,002,934
Plan auditUnmodified (clean) audit opinion
AuditorCITRIN COOPERMAN & CO LLP
Plan history3
Yearassets · accounts · employer contribution
2024$10.8M · 186 accts · $201K emplr
2023$9.9M · 218 accts · $210K emplr
2022$9.4M · 229 accts · $237K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$17,000
Total administrative$17,000
Employer contributions to the Saint Coletta of Greater Washington Inc. plan · 2024
Employer contribution per active participant$508
Median for plans this size$2,416
2024$508 per active participant
2023$641 per active participant
2022$742 per active participant

Saint Coletta of Greater Washington Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
ASCENSUS LLC · Recordkeeping · Loan processing$13,777
MORNINGSTAR · Investment advisory (plan)$188

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

Recordkeeper by year2
2024Ascensus
2023Ascensus

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$17,000 · 0.16%
2023$7,722 · 0.08%
2022$4,278 · 0.05%
Same employer
Similar plansOther Services · District of Columbia
Community of Hope, Inc. DC$11.2M · 0.66%
Parking Management, Inc. DC$10.4M · 1.27%
Dccc DC$9.9M · 0.73%
National Quality Forum DC$9.7M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 540968224 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.