Plan Ledger DOL Form 5500 · updated monthly

Trustee & Board of Directors of Afl-Cio Deferred Compensation Plan401(k)

AFL-CIO DEFERRED COMPENSATION PLAN · WASHINGTON, DC · plan year 2024

Reported admin expense ratio · 2024
0.14%

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

Trustee & Board of Directors of Afl-Cio Deferred Compensation Plan reported $211,196 in plan administrative expenses for 2024: 0.14% of average plan assets, above the peer median. Employer contributions averaged $653 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 fell from 0.16% to 0.14%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other other services employers. By assets it is the 70th-largest of 618 plans among District of Columbia employers on file, and the 115th of 3,341 in other services. In 2024, employees put in $7.05 for every $1.00 the employer contributed; active participation has grown from 851 to 1,129 since 2022.

Plan summary
Net assets, end of year$154,628,108
Participants with balances1,520
Active participants1,129
Employer contributions$737,266
Employee contributions$5,197,484
Employer contribution per active participant$653
Average account balance$101,729
Benefits paid to participants$13,060,611
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$154.6M · 1,520 accts · $737K emplr
2023$145.4M · 1,429 accts · $681K emplr
2022$128.9M · 1,422 accts · $729K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$143,045
Investment management$5,000
Audit (IQPA)$32,564
Total administrative$211,196
The Trustee & Board of Directors of Afl-Cio Deferred Compensation Plan 401(k) match · 2024
Employer contribution per active participant$653
Median for plans this size$3,635
2024$653 per active participant
2023$788 per active participant
2022$857 per active participant

Trustee & Board of Directors of Afl-Cio Deferred Compensation Plan's 2024 employer contribution ran below the $3,635 median for plans its size, in the bottom 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 · 20245
CALIBRE CPA GROUP, PLLC · Accounting / audit$32,564
SEGAL CONSULTING · Consulting$20,845
BREDHOFF & KAISER, PLLC · Legal$6,066
SEGAL ADVISORS INC. · Investment advisory (plan)$5,000

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$211,196 · 0.14%
2023$238,670 · 0.17%
2022$225,236 · 0.16%
Similar plansOther Services · District of Columbia
The Aspen Institute DC$192.8M · 0.00%
Investment Company Institute DC$165.2M · 0.02%
American Petroleum Institute DC$138.5M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 521417400 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.