Plan Ledger DOL Form 5500 · updated monthly

Success for All Foundation, Inc.403(b)

SUCCESS FOR ALL FOUNDATION, INC. RETIREMENT PLAN · BALTIMORE, MD · plan year 2024

Reported admin expense ratio · 2024
0.24%

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

Success for All Foundation, Inc. reported $50,366 in plan administrative expenses for 2024: 0.24% of average plan assets, below the peer median. Employer contributions averaged $1,067 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 0.00% to 0.24%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other educational services employers. By assets it is the 610th-largest of 1,671 plans among Maryland employers on file, and the 1,534th of 3,091 in educational services. In 2024, employees put in $3.62 for every $1.00 the employer contributed; active participation has shrunk from 97 to 73 since 2022.

Plan summary
Net assets, end of year$21,917,487
Participants with balances121
Active participants73
Employer contributions$77,915
Employee contributions$281,929
Employer contribution per active participant$1,067
Average account balance$181,136
Benefits paid to participants$2,370,400
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$21.9M · 121 accts · $78K emplr
2023$20.5M · 114 accts · $82K emplr
2022$20.0M · 119 accts · $119K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$50,366
Total administrative$50,366
The Success for All Foundation, Inc. 401(k) match · 2024
Employer contribution per active participant$1,067
Median for plans this size$2,416
2024$1,067 per active participant
2023$949 per active participant
2022$1,231 per active participant

Success for All Foundation, 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.

Administrative cost history3
2024$50,366 · 0.24%
2023$920 · 0.00%
2022$1,160 · 0.00%
Similar plansEducational Services · Maryland
The Ivymount School, Inc. MD$24.8M · 0.33%
No Tears Learning, Inc. MD$24.3M · 0.34%
Washington Episcopal School MD$22.7M · 0.10%
Innovative Learning, Inc. MD$21.9M · 0.09%
Calvert School MD$21.9M · 0.15%

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Source: U.S. Department of Labor, Form 5500 series, EIN 522061820 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.