Plan Ledger DOL Form 5500 · updated monthly

The Leadership Conference Education Fund401(k)

THE LEADERSHIP CONFERENCE EDUCATION FUND 401(K) PLAN · WASHINGTON, DC · plan year 2024

Reported admin expense ratio · 2024
0.34%

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

The Leadership Conference Education Fund reported $41,232 in plan administrative expenses for 2024: 0.34% of average plan assets, above the peer median. Employer contributions averaged $7,263 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 0.14% to 0.34%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in District of Columbia (403rd of 618), and 7,154th of 11,654 in professional & technical services. In 2024, employees put in $1.18 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$12,799,385
Participants with balances162
Active participants85
Employer contributions$617,373
Employee contributions$730,151
Employer contribution per active participant$7,263
Average account balance$79,009
Benefits paid to participants$1,858,447
Plan auditUnmodified (clean) audit opinion
AuditorGELMAN, ROSENBERG & FREEDMAN
Plan history3
Yearassets · accounts · employer contribution
2024$12.8M · 162 accts · $617K emplr
2023$11.7M · 209 accts · $561K emplr
2022$9.5M · 204 accts · $475K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$41,232
Total administrative$41,232
The The Leadership Conference Education Fund 401(k) match · 2024
Employer contribution per active participant$7,263
Median for plans this size$2,416
2024$7,263 per active participant
2023$6,231 per active participant
2022$5,221 per active participant

The Leadership Conference Education Fund'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 · 20243
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$41,232
NORTHWESTERN MUTUAL WEALTH MGMT · Investment advisory (plan)indirect comp
MORNINGSTAR INVESTMENT MANAGEMENT L · Investment advisory (participants)indirect comp

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$41,232 · 0.34%
2023$22,385 · 0.21%
2022$14,275 · 0.14%
Similar plansProfessional & Technical Services · District of Columbia
Computercraft Corporation DC$13.8M · 0.52%
Summit Consulting,Llc DC$13.2M · 0.81%
Behavioral Ideas Lab, Inc. DC$13.0M · 0.01%
Barbaricum DC$12.4M · 0.64%
Hickok Cole Architects, PC DC$11.9M · 0.05%
Pingwind, Inc. DC$11.9M · 0.10%
Bcs, LLC DC$11.9M · 0.63%

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Source: U.S. Department of Labor, Form 5500 series, EIN 237026895 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.