Plan Ledger DOL Form 5500 · updated monthly

U. B. C. J. of America401(k)

OFFICERS AND REPRESENTATIVES OF THE UBC SAVINGS 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

U. B. C. J. of America reported $3,445 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $12,285 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 0.010% to 0.011%. 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 243rd-largest of 618 plans among District of Columbia employers on file, and the 675th of 3,341 in other services. In 2024, the employer put in $1.69 for every $1.00 employees contributed themselves; active participation has grown from 93 to 113 since 2022.

Plan summary
Net assets, end of year$31,910,465
Participants with balances158
Active participants113
Employer contributions$1,388,238
Employee contributions$820,323
Employer contribution per active participant$12,285
Average account balance$201,965
Benefits paid to participants$5,321,858
Plan auditUnmodified (clean) audit opinion
AuditorCALIBRE CPA
Plan history3
Yearassets · accounts · employer contribution
2024$31.9M · 158 accts · $1.4M emplr
2023$31.8M · 157 accts · $1.3M emplr
2022$27.0M · 149 accts · $1.3M emplr
The U. B. C. J. of America 401(k) match · 2024
Employer contribution per active participant$12,285
Median for plans this size$2,416
2024$12,285 per active participant
2023$13,193 per active participant
2022$13,693 per active participant

U. B. C. J. of America'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
THE VANGUARD GROUP, INC. · Recordkeeping · Trustee (directed)$3,745

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

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

Administrative cost history3
2024$3,445 · 0.01%
2023$2,945 · 0.01%
2022$2,981 · 0.01%
Similar plansOther Services · District of Columbia
Pathfinder International DC$32.4M · 0.12%
Iaff Fire Fighters DC$30.8M · 0.29%
Greenpeace, Inc. DC$29.2M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 350723065 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.