Plan Ledger DOL Form 5500 · updated monthly

Teaching Strategies, LLC401(k)

TEACHING STRATEGIES, LLC PROFIT SHARING PLAN · BETHESDA, MD · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

Teaching Strategies, LLC reported $10,375 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,646 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 0.032% to 0.029%. 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 380th-largest of 1,671 plans among Maryland employers on file, and the 1,072nd of 3,091 in educational services. In 2024, employees put in $2.94 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$40,451,956
Participants with balances576
Active participants411
Employer contributions$1,498,456
Employee contributions$4,411,780
Employer contribution per active participant$3,646
Average account balance$70,229
Benefits paid to participants$1,671,824
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$40.5M · 576 accts · $1.5M emplr
2023$31.1M · 529 accts · $1.2M emplr
2022$20.6M · 469 accts · $1.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$10,375
Total administrative$10,375
The Teaching Strategies, LLC 401(k) match · 2024
Employer contribution per active participant$3,646
Median for plans this size$2,416
2024$3,646 per active participant
2023$2,924 per active participant
2022$2,668 per active participant

Teaching Strategies, LLC's 2024 employer contribution ran above the $2,416 median for plans its size. 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
RETIREMENT BENEFIT SOLUTIONS · Other servicesindirect comp
MORNINGSTAR · Investment advisory (plan)indirect comp

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$10,375 · 0.03%
2023$9,800 · 0.04%
2022$6,725 · 0.03%
Same employer
Similar plansEducational Services · Maryland
Education Affiliates, Inc. MD$46.7M · 0.65%
Bullis School Inc. MD$44.8M · 0.00%
Key School, Inc. MD$41.1M · 0.03%
French International School MD$35.5M · 0.02%
Glenelg Country School MD$34.5M · 0.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 521608039 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.