Plan Ledger DOL Form 5500 · updated monthly

A.T. Still University of Health Sciences403(b)

ATSU EMPLOYEE RETIREMENT PLAN · KIRKSVILLE, MO · plan year 2024

Reported admin expense ratio · 2024
0.14%

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

A.T. Still University of Health Sciences reported $295,122 in plan administrative expenses for 2024: 0.14% of average plan assets, above the peer median. Employer contributions averaged $3,038 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 0.12% to 0.14%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other educational services employers. By assets it is the 106th-largest of 1,393 plans among Missouri employers on file, and the 264th of 3,091 in educational services. In 2024, employees put in $1.06 for every $1.00 the employer contributed; active participation has grown from 974 to 1,723 since 2022.

Plan summary
Net assets, end of year$214,559,278
Participants with balances1,805
Active participants1,723
Employer contributions$5,235,127
Employee contributions$5,535,624
Employer contribution per active participant$3,038
Average account balance$118,869
Benefits paid to participants$12,587,554
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$214.6M · 1,805 accts · $5.2M emplr
2023$193.5M · 1,733 accts · $4.9M emplr
2022$169.9M · 1,701 accts · $4.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$244,392
Investment management$50,730
Total administrative$295,122
Employer contributions to the A.T. Still University of Health Sciences plan · 2024
Employer contribution per active participant$3,038
Median for plans this size$3,635
2024$3,038 per active participant
2023$2,821 per active participant
2022$4,738 per active participant

A.T. Still University of Health Sciences's 2024 employer contribution ran below the $3,635 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
TIAA · Recordkeeping · Pension consulting$248,988
CBIZ INVESTMENT ADVISORY SVCS LLC · Investment advisory (plan)$46,135

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

Recordkeeper by year2
2024TIAA
2023TIAA

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$295,122 · 0.14%
2023$248,105 · 0.14%
2022$224,671 · 0.12%
Same employer
Similar plansEducational Services · Missouri
Saint Louis University MO$962.4M · 0.05%
University Health Physicians MO$253.9M · 0.09%
Webster University MO$232.6M · 0.10%
The Principia Corporation MO$130.1M · 0.01%
Kansas City University MO$97.0M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 430356250 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.