Plan Ledger DOL Form 5500 · updated monthly

The Land Trust Alliance, Inc.403(b)

LAND TRUST ALLIANCE, INC. DEFINED CONTRIBUTION RETIREMENT PLAN · WASHINGTON, DC · plan year 2024

Reported admin expense ratio · 2024
0.00%

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

The Land Trust Alliance, Inc. reported $275 in plan administrative expenses for 2024: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $7,536 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 0.001% to 0.002%. 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 (352nd of 618), and the 1,125th of 3,341 in other services. In 2024, employees put in $1.31 for every $1.00 the employer contributed; active participation has grown from 74 to 86 since 2022.

Plan summary
Net assets, end of year$18,275,070
Participants with balances125
Active participants86
Employer contributions$648,088
Employee contributions$849,900
Employer contribution per active participant$7,536
Average account balance$146,201
Benefits paid to participants$3,713,469
Plan auditUnmodified (clean) audit opinion
AuditorJONES, MARESCA, AND MCELWANEY, P.A.
Plan history3
Yearassets · accounts · employer contribution
2024$18.3M · 125 accts · $648K emplr
2023$17.9M · 122 accts · $530K emplr
2022$15.3M · 120 accts · $494K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$275
Total administrative$275
Employer contributions to the The Land Trust Alliance, Inc. plan · 2024
Employer contribution per active participant$7,536
Median for plans this size$2,416
2024$7,536 per active participant
2023$6,544 per active participant
2022$6,676 per active participant

The Land Trust Alliance, 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
TIAA · Contract administrator · Recordkeeping$275

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 history3
2024$275 · 0.00%
2023$75 · 0.00%
2022$225 · 0.00%
Similar plansOther Services · District of Columbia
American Farmland Trust DC$20.2M · 0.72%
Emily's List DC$18.5M · 0.35%
Community Connections, Inc. DC$18.4M · 0.38%
Bread for the World, Inc. DC$17.3M · 0.01%
Food & Water Watch DC$17.1M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 042751357 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.