Plan Ledger DOL Form 5500 · updated monthly

The Institute of International Finance, Inc.401(k)

I I F RETIREMENT PLAN · WASHINGTON, DC · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

The Institute of International Finance, Inc. reported $2,488 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $19,625 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 0.00% to 0.01%. 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 the 207th-largest of 618 plans among District of Columbia employers on file, and the 543rd of 3,341 in other services. In 2024, the employer put in $1.27 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$39,977,854
Participants with balances152
Active participants62
Employer contributions$1,216,732
Employee contributions$961,053
Employer contribution per active participant$19,625
Average account balance$263,012
Benefits paid to participants$1,827,757
Plan auditUnmodified (clean) audit opinion
AuditorBDO USA, P. C
Plan history3
Yearassets · accounts · employer contribution
2024$40.0M · 152 accts · $1.2M emplr
2023$35.2M · 154 accts · $1.2M emplr
2022$30.1M · 154 accts · $1.2M emplr
The The Institute of International Finance, Inc. 401(k) match · 2024
Employer contribution per active participant$19,625
Median for plans this size$2,416
2024$19,625 per active participant
2023$20,020 per active participant
2022$18,600 per active participant

The Institute of International Finance, Inc.'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 · 20241

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

Recordkeeper by year2
2024Bank of America / Merrill
2023Bank of America / Merrill

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

Administrative cost history3
2024$2,488 · 0.01%
2023$425 · 0.00%
2022$450 · 0.00%
Similar plansOther Services · District of Columbia
Leadingage, Inc. DC$41.3M · 0.00%
Oceana, Inc. DC$39.2M · 0.21%
Share Our Strength DC$39.1M · 0.31%
Pact, Inc. DC$38.4M · 0.45%

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Source: U.S. Department of Labor, Form 5500 series, EIN 521289843 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.