Plan Ledger DOL Form 5500 · updated monthly

Virginia Institute of Autism, Inc.403(b)

VIRGINIA INSTITUTE OF AUTISM, INC. 403(B) PLAN · CHARLOTTESVILLE, VA · plan year 2024

Reported admin expense ratio · 2024
0.10%

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

Virginia Institute of Autism, Inc. reported $3,484 in plan administrative expenses for 2024: 0.10% of average plan assets, lower than ~75% of peers. Employer contributions averaged $886 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 1 year on file its reported administrative ratio fell from 0.25% to 0.10%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other educational services employers. By assets it is among the smaller plans on file in Virginia (1,910th of 2,266), and 2,611th of 3,091 in educational services. In 2024, employees put in $1.86 for every $1.00 the employer contributed; active participation has grown from 156 to 307 since 2022.

Plan summary
Net assets, end of year$4,026,592
Participants with balances203
Active participants307
Employer contributions$271,916
Employee contributions$504,597
Employer contribution per active participant$886
Average account balance$19,835
Benefits paid to participants$334,026
Plan auditUnmodified (clean) audit opinion
AuditorROBINSON, FARMER, COX ASSOCIATES
Plan history3
Yearassets · accounts · employer contribution
2024$4.0M · 203 accts · $272K emplr
2023$3.1M · 161 accts · $289K emplr
2022$2.0M · 109 accts · $166K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,484
Total administrative$3,484
The Virginia Institute of Autism, Inc. 401(k) match · 2024
Employer contribution per active participant$886
Median for plans this size$1,313
2024$886 per active participant
2023$1,017 per active participant
2022$1,065 per active participant

Virginia Institute of Autism, Inc.'s 2024 employer contribution ran below the $1,313 median for plans its size. 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 · 20248
NATIONWIDE · Investment management$17,058
NATIONWIDE · Investment management$2,722
WILSHIRE ASSOCIATES, INC · Investment management$745
NATIONWIDE RETIREMENT PLANS · Investment management$292
NORTHWESTERN MUTUAL INV. SRVCS LLC · Investment managementindirect comp
NORTHWESTERN MUTUAL INV. SRVCS · Investment managementindirect comp
NORTHWESTERN MUTUAL INV. SRVCS LLC · Investment managementindirect comp
NORTHWESTERN MUTUAL INV. SRVCS · Investment managementindirect 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$3,484 · 0.10%
2023$6,328 · 0.25%
2022Not separately reported
Same employer
Similar plansEducational Services · Virginia
Norfolk Christian Schools VA$3.8M · 0.92%
Straighterline, Inc. VA$3.8M · 0.68%
Carlisle School VA$3.1M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 541815297 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.