Plan Ledger DOL Form 5500 · updated monthly

Abraham Joshua Heschel School403(b)

ABRAHAM JOSHUA HESCHEL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.11%

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

Abraham Joshua Heschel School reported $95,631 in plan administrative expenses for 2024: 0.11% of average plan assets, below the peer median. Employer contributions averaged $7,913 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 0.14% to 0.11%. 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 840th-largest of 5,648 plans among New York employers on file, and the 566th of 3,091 in educational services. In 2024, employees put in $1.45 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$93,645,870
Participants with balances545
Active participants270
Employer contributions$2,136,603
Employee contributions$3,102,585
Employer contribution per active participant$7,913
Average account balance$171,827
Benefits paid to participants$4,671,181
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$93.6M · 545 accts · $2.1M emplr
2023$82.8M · 531 accts · $2.0M emplr
2022$69.8M · 516 accts · $1.9M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$95,631
Total administrative$95,631
Employer contributions to the Abraham Joshua Heschel School plan · 2024
Employer contribution per active participant$7,913
Median for plans this size$3,635
2024$7,913 per active participant
2023$7,042 per active participant
2022$7,589 per active participant

Abraham Joshua Heschel School's 2024 employer contribution ran above the $3,635 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
TIAA - TEACHERS INSURANCE AND ANNUI · Recordkeeping · Loan processing$96,306

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$95,631 · 0.11%
2023$81,043 · 0.11%
2022$92,204 · 0.14%
Same employer
Similar plansEducational Services · New York
Mount Saint Mary College NY$96.2M · 0.09%
Kipp Nyc, LLC NY$94.6M · 0.18%
Albany Law School NY$89.5M · 0.06%
Tntp, Inc. NY$87.1M · 0.20%
The Windward School NY$87.0M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 133091539 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.