Plan Ledger DOL Form 5500 · updated monthly

American Film Institute403(b)

AMERICAN FILM INSTITUTE 403(B) PLAN · LOS ANGELES, CA · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

American Film Institute reported $780 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,089 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 0.01%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other educational services employers. By assets it is among the smaller plans on file in California (5,854th of 9,483), and 2,216th of 3,091 in educational services. In 2024, employees put in $2.25 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,607,211
Participants with balances134
Active participants344
Employer contributions$374,669
Employee contributions$842,498
Employer contribution per active participant$1,089
Average account balance$64,233
Benefits paid to participants$193,263
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$8.6M · 134 accts · $375K emplr
2023$6.6M · 125 accts · $360K emplr
2022$4.5M · 109 accts · $451K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$780
Total administrative$780
Employer contributions to the American Film Institute plan · 2024
Employer contribution per active participant$1,089
Median for plans this size$1,313
2024$1,089 per active participant
2023$864 per active participant
2022$1,194 per active participant

American Film Institute's 2024 employer contribution ran below the $1,313 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 · 20242
THE VANGUARD GROUP INC. · Loan processing$1,720
ASCENSUS LLCindirect 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$780 · 0.01%
2023$660 · 0.01%
2022$180 · 0.00%
All plans at this employer2
THE AMERICAN FILM INSTITUTE, INC. MONEY PURCHASE PLANMoney purchase plan
AMERICAN FILM INSTITUTE 403(B) PLAN403(b)
Same employer
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Point Quest, Inc. CA$8.8M · 0.63%
Park Day School CA$8.7M · 0.41%
Achievekids CA$8.4M · 0.01%
Black Pine Circle, Inc. CA$8.0M · 0.84%

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Source: U.S. Department of Labor, Form 5500 series, EIN 526072925 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.