Plan Ledger DOL Form 5500 · updated monthly

The Hartwood Foundation, Inc.403(b)

HARTWOOD FOUNDATION RETIREMENT AND EMPLOYEE SAVINGS PLAN · FAIRFAX, VA · plan year 2022

Reported admin expense ratio · 2022
0.99%

The Hartwood Foundation, Inc. reported $19,864 in plan administrative expenses for 2022: 0.99% of average plan assets, higher than ~75% of peers. 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Virginia (2,076th of 2,266), and 9,977th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$2,094,992
Participants with balances74
Active participants170
Employer contributions—
Employee contributions$186,745
Employer contribution per active participant—
Average account balance$28,311
Benefits paid to participants$207,095
Plan auditUnmodified (clean) audit opinion
AuditorMATTHEWS, CARTER & BOYCE, P.C.
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$843
Investment management$5,805
Total administrative$19,864
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$19,864 · 0.99%
Similar plansHealth Care & Social Assistance · Virginia
Martha Jefferson House VA$2.2M · 0.54%
Sweet Virginia Care, LLC VA$2.1M · 0.60%
Velocity Urgent Care, LLC VA$2.0M · 0.67%
Jackson-Feild Homes, Inc. VA$2.0M · 0.01%
Shelter House, Inc. VA$1.9M · 0.62%

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Source: U.S. Department of Labor, Form 5500 series, EIN 237367530 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.