Plan Ledger DOL Form 5500 · updated monthly

Whitman-Walker Clinic, Inc.403(b)

WHITMAN-WALKER HEALTH 403(B) PLAN · WASHINGTON, DC · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

Whitman-Walker Clinic, Inc. reported $8,221 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,306 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 0.028% to 0.034%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 285th-largest of 618 plans among District of Columbia employers on file, and the 3,124th of 11,911 in health care & social assistance. In 2024, employees put in $2.18 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$25,390,001
Participants with balances280
Active participants311
Employer contributions$717,148
Employee contributions$1,560,775
Employer contribution per active participant$2,306
Average account balance$90,679
Benefits paid to participants$2,188,417
Plan auditUnmodified (clean) audit opinion
AuditorBDO USA PC
Plan history3
Yearassets · accounts · employer contribution
2024$25.4M · 280 accts · $717K emplr
2023$22.3M · 285 accts · $760K emplr
2022$19.0M · 283 accts · $755K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$8,221
Total administrative$8,221
Employer contributions to the Whitman-Walker Clinic, Inc. plan · 2024
Employer contribution per active participant$2,306
Median for plans this size$2,416
2024$2,306 per active participant
2023$2,361 per active participant
2022$2,524 per active participant

Whitman-Walker Clinic, Inc.'s 2024 employer contribution ran below the $2,416 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 · 20243
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$8,061
MAP RETIREMENT USA LLC · Other services · Contract administrator$100
KESTRA INVESTMENT SERVICES LLC · Other servicesindirect 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$8,221 · 0.03%
2023$5,255 · 0.03%
2022$6,022 · 0.03%
Same employer
Similar plansHealth Care & Social Assistance · District of Columbia
Cw Financial Services LLC DC$34.5M · 0.41%
Accion International DC$27.5M · 0.15%
Academyhealth DC$24.0M · 0.60%
Some, Inc. DC$22.4M · 0.87%
Special Olympics, Inc. DC$21.1M · 0.34%

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Source: U.S. Department of Labor, Form 5500 series, EIN 521122122 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.