Plan Ledger DOL Form 5500 · updated monthly

Universities Space Research Association403(b)

UNIVERSITIES SPACE RESEARCH ASSOCIATION 403(B) RETIREMENT PLAN · WASHINGTON, DC · plan year 2024

Reported admin expense ratio · 2024
0.01%

Universities Space Research Association reported $15,328 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. 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 0.29% to 0.01%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 79th-largest of 618 plans among District of Columbia employers on file, and the 1,195th of 11,654 in professional & technical services. active participation has shrunk from 75 to 40 since 2022.

Plan summary
Net assets, end of year$130,299,587
Participants with balances969
Active participants40
Employer contributions—
Employee contributions—
Employer contribution per active participant—
Average account balance$134,468
Benefits paid to participants$10,918,299
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$130.3M · 969 accts
2023$125.7M · 1,027 accts
2022$115.9M · 1,104 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$9,492
Investment management$5,836
Total administrative$15,328
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
TRANSAMERICA RETIREMENT SOLUTIONS · Claims processing · Recordkeeping$9,492
GRP FINANCIAL LLC · Investment advisory (plan)$5,836
NATIONAL FINANCIAL SERVICES · Securities brokerageindirect comp

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

Recordkeeper by year2
2024Transamerica
2023Transamerica

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

Administrative cost history3
2024$15,328 · 0.01%
2023$16,247 · 0.01%
2022$365,562 · 0.29%
All plans at this employer2
UNIVERSITIES SPACE RESEARCH ASSOCIATION 403(B) RETIREMENT PLAN403(b)
UNIVERSITIES SPACE RESEARCH ASSOCIATION 401(K) RETIREMENT PLAN401(k)
Same employer
Similar plansProfessional & Technical Services · District of Columbia
Fgs Global Inc. DC$160.0M · 0.02%
Bates White, LLC. DC$154.5M · 0.01%
Beveridge & Diamond, P.C. DC$136.5M · 0.11%
Sughrue Mion, PLLC DC$130.0M · 0.13%
Zuckerman Spaeder, LLP DC$109.1M · 0.10%
Buckley LLP DC$95.9M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 520892064 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.