Plan Ledger DOL Form 5500 · updated monthly

Sidwell Friends School403(b)

SIDWELL FRIENDS SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN · WASHINGTON, DC · plan year 2024

Reported admin expense ratio · 2024
0.21%

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

Sidwell Friends School reported $169,376 in plan administrative expenses for 2024: 0.21% of average plan assets, above the peer median. Employer contributions averaged $7,192 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 0.21%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other educational services employers. By assets it is the 108th-largest of 618 plans among District of Columbia employers on file, and the 629th of 3,091 in educational services. In 2024, the employer put in $2.52 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$83,071,186
Participants with balances731
Active participants271
Employer contributions$1,948,971
Employee contributions$772,087
Employer contribution per active participant$7,192
Average account balance$113,640
Benefits paid to participants$5,756,048
Plan auditUnmodified (clean) audit opinion
AuditorDAVIDSON, DOYLE & HILTON LLP
Plan history3
Yearassets · accounts · employer contribution
2024$83.1M · 731 accts · $1.9M emplr
2023$77.3M · 744 accts · $1.8M emplr
2022$69.7M · 730 accts · $1.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$24,312
Investment management$67,158
Total administrative$169,376
Employer contributions to the Sidwell Friends School plan · 2024
Employer contribution per active participant$7,192
Median for plans this size$3,635
2024$7,192 per active participant
2023$6,495 per active participant
2022$6,194 per active participant

Sidwell Friends School's 2024 employer contribution ran above the $3,635 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
TIAA · Recordkeeping · Pension consulting$24,923
FIDUCIENT ADVISORS, LLC · Investment management$66,547
BRAREN-WALSH & ASSOCIATES, INC. · Accounting / audit · Other services$56,800
VENABLE L.L.P · Legal$21,106

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

Recordkeeper by year2
2024TIAA
2023TIAA

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

Administrative cost history3
2024$169,376 · 0.21%
2023$26,166 · 0.04%
2022$36,230 · 0.05%
All plans at this employer2
SIDWELL FRIENDS SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN403(b)
SIDWELL FRIENDS SCHOOL TAX DEFERRED ANNUITY PLAN403(b)
Same employer
Similar plansEducational Services · District of Columbia
Georgetown Day School, Inc. DC$106.2M · 0.09%
Great Minds Pbc DC$79.6M · 0.21%

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Source: U.S. Department of Labor, Form 5500 series, EIN 530196519 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.