Plan Ledger DOL Form 5500 · updated monthly

Southeastern Universities Research Association, Inc. (Sura)401(k)

SURA/JEFFERSON SCIENCE ASSOCIATES 401(K) PLAN · WASHINGTON, DC · plan year 2024

Reported admin expense ratio · 2024
0.04%

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

Southeastern Universities Research Association, Inc. (Sura) reported $117,169 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $8,913 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 0.01% to 0.04%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other educational services employers. By assets it is the 38th-largest of 618 plans among District of Columbia employers on file, and the 181st of 3,091 in educational services. In 2024, the employer put in $1.14 for every $1.00 employees contributed themselves; active participation has grown from 943 to 1,103 since 2022.

Plan summary
Net assets, end of year$323,960,455
Participants with balances1,531
Active participants1,103
Employer contributions$9,831,229
Employee contributions$8,647,215
Employer contribution per active participant$8,913
Average account balance$211,601
Benefits paid to participants$14,040,452
Plan auditUnmodified (clean) audit opinion
AuditorRSM US LLP
Plan history3
Yearassets · accounts · employer contribution
2024$324.0M · 1,531 accts · $9.8M emplr
2023$276.8M · 1,412 accts · $8.3M emplr
2022$230.7M · 1,288 accts · $8.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$14,916
Investment management$101,500
Total administrative$117,169
The Southeastern Universities Research Association, Inc. (Sura) 401(k) match · 2024
Employer contribution per active participant$8,913
Median for plans this size$4,294
2024$8,913 per active participant
2023$7,978 per active participant
2022$8,517 per active participant

Southeastern Universities Research Association, Inc. (Sura)'s 2024 employer contribution ran above the $4,294 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 · 20242
TIAA · Recordkeeping · Pension consulting$14,916
CAPFINANCIAL PARTNERS, LLC · Investment advisory (participants)$101,500

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$117,169 · 0.04%
2023$131,871 · 0.05%
2022$23,690 · 0.01%
Similar plansEducational Services · District of Columbia
Howard University DC$1.2B · 0.06%
The Urban Institute DC$329.9M · 0.07%
Georgetown Day School, Inc. DC$106.2M · 0.09%
Sidwell Friends School DC$83.1M · 0.21%

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Source: U.S. Department of Labor, Form 5500 series, EIN 541156453 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.