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Department of Labor filing

KOREAN HEALTH, EDUCATION, INFORMATION AND RESEARCH CENTER

KOREAN HEALTH, EDUCATION, INFORMATION AND RESEARCH CENTER 403(B) PLAN · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Jul 31, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

76filing comparison
out of 100

The filing signals stronger employer support and/or lower plan-paid administrative costs than many comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support
$1,987

Reported employer contributions per active participant.

Higher than about 74% of comparable plans
#People in the filing
140

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.
¢Visible plan-paid fees
$9 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 81% of comparable plans
↗Investment performance
Not available

Plan assets changed 36.8%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.
What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓
Filing comparison · 202476out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions74th percentileTypical peer $1,271 · based on 835 comparable plans
Lower reported administrative expense81st percentileTypical peer $74 · based on 845 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, KOREAN HEALTH, EDUCATION, INFORMATION AND RESEARCH CENTER reported $278,249 in employer contributions across the plan and 140 active participants. That works out to $1,987 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy78%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 9.8%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 298.9%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context76/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions
$278,249
Participant contributions
$598,005
Other contributions
$90,214
Employer share of reported contributions
31.8%
Beginning assets
$3,935,678
Ending assets
$5,384,713
Ending net assets
$5,384,713
Ending liabilities
$0
Total income
$1,542,146
Total expenses
$93,111
Administrative expenses
$1,571
Participant loans
$33,067

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant
2022
$1,810
2023
$1,584
2024
$1,987
Plan-paid administrative expenses per participant
2022
$2
2023
$4
2024
$9
Active participants
2022
125
2023
127
2024
140
Detailed filing history
Plan yearPer active participantActive participantsPlan assetsFiling ID
2024$1,9871405.4M20250731153714NAL0005484721001
2023$1,5841273.9M20240815161507NAL0028227202001
2022$1,8101253.2M20230920132831NAL0001763281001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets
0.6%
Independent accountant’s opinion
Unqualified opinion Code 1
Late participant contributions reported
Not stated in the filing
Public plan identifier
954074660-001

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
Single-employer plan
Plan effective date
Jul 1, 1998
Industry
Health care and social assistance
Amended filing
No
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2G3D2J2K2S2T2F2L

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

ProviderPlan yearDirect compensationIndirect compensation
AMERICAN CENTURY INVESTMENTS2024Not reportedunknown
AMERICAN FUNDS2024Not reportedunknown
CALVERT RESEARCH AND MANAGEMENT2024Not reportedunknown
DELAWARE FUNDS BY MACQUARIE2024Not reportedunknown
DWS2024Not reportedunknown
FIDELITY INVESTMENTS2024Not reportedunknown
GOLDMAN SACHS2024Not reportedunknown
INVESCO2024Not reportedunknown
MFS2024Not reportedunknown
MUTUAL OF AMERICA2024Not reportedunknown
NEUBERGER BERMAN2024Not reportedunknown
PIMCO2024Not reportedunknown
T. ROWE PRICE2024Not reportedunknown
VANGUARD2024Not reportedunknown
VICTORY CAPITAL MANAGEMENT INC.2024Not reportedunknown

Current plan terms

Help fill the gap the filing leaves.

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Filing ACK_ID20250731153714NAL0005484721001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗