Plan Ledger DOL Form 5500 · updated monthly

The British Embassy401(k)

THE BRITISH EMBASSY 401(K) PLAN · WASHINGTON, DC · plan year 2024

Reported admin expense ratio · 2024
0.31%

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

The British Embassy reported $136,980 in plan administrative expenses for 2024: 0.31% of average plan assets, above the peer median. Employer contributions averaged $2,998 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 0.24% to 0.31%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other public administration employers. By assets it is the 184th-largest of 618 plans among District of Columbia employers on file, and the 18th of 90 in public administration. In 2024, employees put in $1.86 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$46,532,690
Participants with balances532
Active participants517
Employer contributions$1,549,987
Employee contributions$2,876,347
Employer contribution per active participant$2,998
Average account balance$87,467
Benefits paid to participants$5,261,653
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$46.5M · 532 accts · $1.5M emplr
2023$41.2M · 513 accts · $1.6M emplr
2022$33.9M · 493 accts · $1.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$125,888
Investment management$11,092
Total administrative$136,980
The The British Embassy 401(k) match · 2024
Employer contribution per active participant$2,998
Median for plans this size$2,416
2024$2,998 per active participant
2023$2,789 per active participant
2022$2,695 per active participant

The British Embassy'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 · 20244
TRANSAMERICA LIFE INS. COMPANY · Recordkeeping · Loan processing$52,446
UNIGLOBAL PENSION PLANNING, INC. · Recordkeeping · Loan processing$29,940
EDWARD D JONES & COMPANY · Investment advisory (plan)$44,338
MESIROW FINANCIAL, INC. · Investment advisory (plan)$8,962

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Transamerica, UNIGLOBAL PENSION PLANNING, INC.
2023Transamerica, UNIGLOBAL PENSION PLANNING, INC.

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Administrative cost history3
2024$136,980 · 0.31%
2023$132,286 · 0.35%
2022$88,193 · 0.24%
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Apco Worldwide LLC DC$53.7M · 0.13%
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Tachi Yokut Tribe CA$51.1M · 0.07%
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Source: U.S. Department of Labor, Form 5500 series, EIN 522150359 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.