Plan Ledger DOL Form 5500 · updated monthly

Southern Environmental Law Center403(b)

SOUTHERN ENVIRONMENTAL LAW CENTER RETIREMENT & EMPLOYEE SAVINGS PLAN · CHARLOTTESVILLE, VA · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Southern Environmental Law Center reported $9,708 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $7,871 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 fell from 0.024% to 0.021%. 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 478th-largest of 2,266 plans among Virginia employers on file, and the 2,694th of 11,654 in professional & technical services. In 2024, the employer put in $1.13 for every $1.00 employees contributed themselves; active participation has grown from 188 to 219 since 2022.

Plan summary
Net assets, end of year$51,614,859
Participants with balances239
Active participants219
Employer contributions$1,723,735
Employee contributions$1,527,885
Employer contribution per active participant$7,871
Average account balance$215,962
Benefits paid to participants$2,315,100
Plan auditUnmodified (clean) audit opinion
AuditorGRF CPAS AND ADVISORS
Plan history3
Yearassets · accounts · employer contribution
2024$51.6M · 239 accts · $1.7M emplr
2023$42.6M · $1.5M emplr
2022$33.3M · 199 accts · $1.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$125
Total administrative$9,708
Employer contributions to the Southern Environmental Law Center plan · 2024
Employer contribution per active participant$7,871
Median for plans this size$2,416
2024$7,871 per active participant
2023$7,098 per active participant
2022$7,280 per active participant

Southern Environmental Law Center's 2024 employer contribution ran above the $2,416 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 · 20243
FIDELITY INVESTMENTS · Loan processing$2,733
LINCOLN NATIONAL CORPORATION · Contract administrator$125

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$9,708 · 0.02%
2023$8,849 · 0.02%
2022$8,549 · 0.02%
Same employer
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Dev Technology Group, Inc VA$53.3M · 0.14%
Sands Anderson PC VA$51.1M · 0.21%
Management Concepts VA$50.9M · 0.15%
Probity, Inc. VA$50.5M · 0.27%

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Source: U.S. Department of Labor, Form 5500 series, EIN 521436778 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.