Plan Ledger DOL Form 5500 · updated monthly

The Corporation of the Washington Latin School403(b)

THE WASHINGTON LATIN SCHOOL DEFINED CONTRIBUTION PLAN · WASHINGTON, DC · plan year 2024

Reported admin expense ratio · 2024
0.09%

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

The Corporation of the Washington Latin School reported $11,329 in plan administrative expenses for 2024: 0.09% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,032 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 5 years on file its reported administrative ratio fell from 0.24% to 0.09%. 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 among the smaller plans on file in District of Columbia (395th of 618), and 1,884th of 3,091 in educational services. In 2024, employees put in $2.22 for every $1.00 the employer contributed; active participation has grown from 90 to 171 since 2019.

Plan summary
Net assets, end of year$13,526,185
Participants with balances198
Active participants171
Employer contributions$347,522
Employee contributions$772,273
Employer contribution per active participant$2,032
Average account balance$68,314
Benefits paid to participants$238,644
Plan auditUnmodified (clean) audit opinion
Plan history6
Yearassets · accounts · employer contribution
2024$13.5M · 198 accts · $348K emplr
2023$10.8M · 179 accts · $314K emplr
2022$8.8M · 163 accts · $243K emplr
2021$7.3M · 137 accts · $214K emplr
2020$2.3M · 128 accts · $209K emplr
2019$1.7M · 128 accts · $165K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$11,329
Total administrative$11,329
Employer contributions to the The Corporation of the Washington Latin School plan · 2024
Employer contribution per active participant$2,032
Median for plans this size$2,416
2024$2,032 per active participant
2023$2,121 per active participant
2022$1,853 per active participant
2021$2,022 per active participant
2020$2,150 per active participant

The Corporation of the Washington Latin School's 2024 employer contribution ran below 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 · 20241
TIAA · Contract administrator · Recordkeeping$11,329

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

Recordkeeper by year2
2024TIAA
2023TIAA

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history6
2024$11,329 · 0.09%
2023$10,373 · 0.11%
2022$9,261 · 0.12%
2021$3,990 · 0.08%
2020$3,794 · 0.19%
2019$3,796 · 0.24%
All plans at this employer2
THE WASHINGTON LATIN SCHOOL DEFINED CONTRIBUTION PLAN403(b)
THE WASHINGTON LATIN SCHOOL TAX DEFERRED ANNUITY PLAN403(b)
Same employer
Similar plansEducational Services · District of Columbia
Digital Promise DC$15.3M · 0.20%
The River School DC$14.1M · 0.55%
Common Cause Education Fund DC$13.4M · 0.33%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 202395640 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.