Plan Ledger DOL Form 5500 · updated monthly

Abilene Christian University403(b)

ABILENE CHRISTIAN UNIVERSITY 403(B) RETIREMENT PLAN · ABILENE, TX · plan year 2024

Reported admin expense ratio · 2024
0.21%

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

Abilene Christian University reported $327,906 in plan administrative expenses for 2024: 0.21% of average plan assets, above the peer median. Employer contributions averaged $3,617 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 0.19% to 0.21%. 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 453rd-largest of 5,688 plans among Texas employers on file, and the 336th of 3,091 in educational services. In 2024, employees put in $1.25 for every $1.00 the employer contributed; active participation has grown from 996 to 1,237 since 2022.

Plan summary
Net assets, end of year$163,554,440
Participants with balances1,865
Active participants1,237
Employer contributions$4,473,675
Employee contributions$5,594,629
Employer contribution per active participant$3,617
Average account balance$87,697
Benefits paid to participants$7,397,192
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$163.6M · 1,865 accts · $4.5M emplr
2023$142.7M · 1,788 accts · $4.0M emplr
2022$123.6M · 1,658 accts · $4.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$148,995
Investment management$178,911
Total administrative$327,906
Employer contributions to the Abilene Christian University plan · 2024
Employer contribution per active participant$3,617
Median for plans this size$3,635
2024$3,617 per active participant
2023$3,340 per active participant
2022$4,077 per active participant

Abilene Christian University'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 · 20245
TIAA · Recordkeeping · Pension consulting$148,996
FLEXPATH STRATEGIES, LLC · Investment management$103,484
RAYMOND JAMES & ASSOCIATES · Investment management$36,000
TEAM FINANCIAL STRATEGIES · Investment management$33,276
CAMBRIDGE INVESTMENT RESEARCH, INC. · Investment advisory (plan)$6,151

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$327,906 · 0.21%
2023$253,984 · 0.19%
2022$243,341 · 0.19%
Same employer
Similar plansEducational Services · Texas
Trinity University TX$376.0M · 0.06%
Cambium Learning Group, Inc. TX$302.0M · 0.06%
St. Mary's University TX$192.2M · 0.14%
St. John's School TX$130.8M · 0.04%
Southwestern University TX$117.0M · 0.06%
Hockaday School Inc. TX$106.7M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 750851900 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.