Plan Ledger DOL Form 5500 · updated monthly

Washington Yu Ying Public Charter School401(k)

WASHINGTON YU YING 401K PLAN · WASHINGTON, DC · plan year 2024

Reported admin expense ratio · 2024
0.81%

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

Washington Yu Ying Public Charter School reported $45,953 in plan administrative expenses for 2024: 0.81% of average plan assets, above the peer median. Employer contributions averaged $809 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 0.54% to 0.81%. 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 District of Columbia (502nd of 618), and 2,385th of 3,091 in educational services. In 2024, employees put in $4.33 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,406,027
Participants with balances127
Active participants210
Employer contributions$169,867
Employee contributions$735,692
Employer contribution per active participant$809
Average account balance$50,441
Benefits paid to participants$266,048
Plan auditQualified audit opinion
AuditorERISA
Plan history2
Yearassets · accounts · employer contribution
2024$6.4M · 127 accts · $170K emplr
2022$3.6M · 102 accts · $122K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$45,953
Total administrative$45,953
The Washington Yu Ying Public Charter School 401(k) match · 2024
Employer contribution per active participant$809
Median for plans this size$1,313
2024$809 per active participant
2022$1,316 per active participant

Washington Yu Ying Public Charter School'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 · 20242
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$45,953
PENSIONMARK FINANCIAL GROUP, LLC · Investment advisory (plan)indirect comp

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

Administrative cost history2
2024$45,953 · 0.81%
2022$20,790 · 0.54%
Same employer
Similar plansEducational Services · District of Columbia
Strategix Management LLC DC$6.8M · 0.54%

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Source: U.S. Department of Labor, Form 5500 series, EIN 204464054 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.