Plan Ledger DOL Form 5500 · updated monthly

The German Marshall Fund of the United States401(k)

THE GERMAN MARSHALL FUND OF THE UNITED STATES 401(K) RETIREMENT PLAN · WASHINGTON, DC · plan year 2024

Reported admin expense ratio · 2024
0.21%

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

The German Marshall Fund of the United States reported $29,092 in plan administrative expenses for 2024: 0.21% of average plan assets, below the peer median. Employer contributions averaged $7,355 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 3 years on file its reported administrative ratio has held roughly steady near 0.21%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in District of Columbia (381st of 618), and the 1,294th of 3,341 in other services. In 2024, employees put in $1.45 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$14,876,796
Participants with balances113
Active participants77
Employer contributions$566,356
Employee contributions$818,433
Employer contribution per active participant$7,355
Average account balance$131,653
Benefits paid to participants$2,409,081
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$14.9M · 113 accts · $566K emplr
2023$12.5M · 126 accts · $581K emplr
2022$9.6M · 119 accts · $500K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$29,092
Total administrative$29,092
The The German Marshall Fund of the United States 401(k) match · 2024
Employer contribution per active participant$7,355
Median for plans this size$2,416
2024$7,355 per active participant
2023$7,267 per active participant
2022$6,759 per active participant

The German Marshall Fund of the United States's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. 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
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$26,691
ORENDA RETIREMENT LLC · Contract administrator · Other services$2,400

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$29,092 · 0.21%
2023$25,629 · 0.23%
2022$23,133 · 0.22%
Similar plansOther Services · District of Columbia
National 4-H Council DC$15.3M · 0.40%
The One Campaign DC$13.8M · 0.34%

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Source: U.S. Department of Labor, Form 5500 series, EIN 520954751 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.