Plan Ledger DOL Form 5500 · updated monthly

Washington Drama Society, Inc.403(b)

ARENA STAGE RETIREMENT AND SAVINGS PLAN · WASHINGTON, DC · plan year 2024

Reported admin expense ratio · 2024
0.08%

Washington Drama Society, Inc. reported $7,047 in plan administrative expenses for 2024: 0.08% 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 0.09% to 0.08%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is among the smaller plans on file in District of Columbia (455th of 618), and 713th of 1,311 in arts, entertainment & recreation.

Plan summary
Net assets, end of year$9,133,581
Participants with balances233
Active participants227
Employer contributions—
Employee contributions$353,242
Employer contribution per active participant—
Average account balance$39,200
Benefits paid to participants$1,001,413
Plan auditUnmodified (clean) audit opinion
AuditorWEYRICH, CRONIN & SORRA, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$9.1M · 233 accts
2023$8.9M · 284 accts
2022$8.7M · 273 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$7,047
Total administrative$7,047
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
VARIABLE ANNUITY LIFE INSURANCE CO · Recordkeeping · Investment advisory (participants)$7,047

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

Recordkeeper by year2
2024VARIABLE ANNUITY LIFE INSURANCE CO
2023VARIABLE ANNUITY LIFE INSURANCE CO

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

Administrative cost history3
2024$7,047 · 0.08%
2023$7,724 · 0.09%
2022$8,508 · 0.09%
Similar plansArts, Entertainment & Recreation · District of Columbia
The Phillips Collection DC$16.9M · 0.30%
Its My Party, Inc. DC$2.8M · 0.03%
Solidcore Holdings LLC DC$882K · 0.48%

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Source: U.S. Department of Labor, Form 5500 series, EIN 530246894 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.