Plan Ledger DOL Form 5500 · updated monthly

The Forum for Youth Investment403(b)

THE FORUM FOR YOUTH INVESTMENT 403(B) DC PLAN · WASHINGTON, DC · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

The Forum for Youth Investment reported $5,424 in plan administrative expenses for 2024: 0.08% 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 2 years on file its reported administrative ratio has held roughly steady near 0.08%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in District of Columbia (488th of 618), and 1,990th of 3,341 in other services. In 2024, employees put in $2.37 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,142,351
Participants with balances99
Active participants46
Employer contributions$93,463
Employee contributions$221,409
Employer contribution per active participant$2,032
Average account balance$72,145
Benefits paid to participants$1,273,001
Plan auditUnmodified (clean) audit opinion
AuditorUHY LLP
Plan history2
Yearassets · accounts · employer contribution
2024$7.1M · 99 accts · $93K emplr
2023$7.0M · 124 accts · $86K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$5,424
Total administrative$5,424
Employer contributions to the The Forum for Youth Investment plan · 2024
Employer contribution per active participant$2,032
Median for plans this size$1,313
2024$2,032 per active participant
2023$1,527 per active participant

The Forum for Youth Investment's 2024 employer contribution ran above 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 · 20241
TIAA · Recordkeeping$5,424

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 history2
2024$5,424 · 0.08%
2023$4,828 · 0.07%
Similar plansOther Services · District of Columbia
Prosperity Now DC$8.0M · 0.65%
Colonial Parking, Inc. DC$7.7M · 0.12%
Working America DC$7.4M · 0.74%
Relief International DC$6.7M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 522242472 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.