# Mary Mcleod Bethune Day Academy Public Charter School 401(k) Plan
Source: https://planprovider.pro/companies/mary-mcleod-bethune-day-academy-public-charter-school-401k-plan

> Mary Mcleod Bethune Day Academy Public Charter School's 401(k) plan: 75 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Mary Mcleod Bethune Day Academy Public Charter School

- **Sponsor EIN:** 770601491

- **Sponsor Address:** 1404 JACKSON STREET N.E., WASHINGTON, DC, 20017

- **Plan Type:** 401(k)

- **Total Participants:** 75

- **Total Assets:** $1.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2023|75|$1.8M|$0|$0|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| BERT, SMITH & COMPANY|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BERT, SMITH & COMPANY](https://planprovider.pro/provider/bert-smith-and-co) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2023|$6,893|$3,930|$2,963|—|—|

## Similar Plans

- [Cultural Vistas, INC.](https://planprovider.pro/companies/cultural-vistas-inc-plan) — 71 participants

- [Capitol Hill Day School](https://planprovider.pro/companies/capitol-hill-day-school-403b-plan) — 71 participants

- [Resources For The Future, INC.](https://planprovider.pro/companies/resources-for-the-future-inc-403b-plan) — 70 participants

- [Resources For The Future, INC.](https://planprovider.pro/companies/resources-for-the-future-inc-plan) — 70 participants

- [American Public Health Association](https://planprovider.pro/companies/american-public-health-association-403b-plan) — 69 participants

- [American Dental Education Association](https://planprovider.pro/companies/american-dental-education-association-403b-plan) — 81 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/mary-mcleod-bethune-day-academy-public-charter-school-401k-plan)

© 2026 PlanProvider.Pro