Plan Ledger DOL Form 5500 · updated monthly

Woodwell Climate Research Center, Inc403(b)

WOODWELL CLIMATE RESEARCH CENTER, INC. DC RETIREMENT PLAN · FALMOUTH, MA · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

Woodwell Climate Research Center, Inc reported $7,436 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $8,204 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 fell from 0.04% to 0.03%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,003rd-largest of 2,726 plans among Massachusetts employers on file, and the 4,144th of 11,654 in professional & technical services. In 2024, the employer put in $1.06 for every $1.00 employees contributed themselves; active participation has grown from 108 to 134 since 2022.

Plan summary
Net assets, end of year$30,301,879
Participants with balances219
Active participants134
Employer contributions$1,099,359
Employee contributions$1,033,836
Employer contribution per active participant$8,204
Average account balance$138,365
Benefits paid to participants$1,104,243
Plan auditUnmodified (clean) audit opinion
AuditorROGERS & COMPANY, CPAS PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$30.3M · 219 accts · $1.1M emplr
2023$26.3M · 200 accts · $890K emplr
2022$21.7M · 177 accts · $671K emplr
Administrative expenses, itemized · 2024
Investment management$7,436
Total administrative$7,436
Employer contributions to the Woodwell Climate Research Center, Inc plan · 2024
Employer contribution per active participant$8,204
Median for plans this size$2,416
2024$8,204 per active participant
2023$7,357 per active participant
2022$6,216 per active participant

Woodwell Climate Research Center, Inc's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. 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 · 20241
CAPFINANCIAL PARTNERS, LLC · Investment advisory (plan)$7,436

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$7,436 · 0.03%
2023$10,654 · 0.04%
2022$10,020 · 0.04%
Same employer
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Tonneson & Company, PC MA$30.0M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 043005094 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.