Plan Ledger DOL Form 5500 · updated monthly

Alcuin School403(b)

ALCUIN SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN · DALLAS, TX · plan year 2024

Reported admin expense ratio · 2024
0.18%

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

Alcuin School reported $30,192 in plan administrative expenses for 2024: 0.18% of average plan assets, below the peer median. Employer contributions averaged $3,334 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 0.22% to 0.18%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other educational services employers. By assets it is the 2,209th-largest of 5,688 plans among Texas employers on file, and 1,696th of 3,091 in educational services. In 2024, employees put in $1.67 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$17,431,364
Participants with balances225
Active participants133
Employer contributions$443,419
Employee contributions$742,109
Employer contribution per active participant$3,334
Average account balance$77,473
Benefits paid to participants$1,496,201
Plan auditDisclaimer of opinion
AuditorSUTTON FROST CARY LLP
Plan history3
Yearassets · accounts · employer contribution
2024$17.4M · 225 accts · $443K emplr
2023$16.1M · 200 accts · $382K emplr
2022$14.4M · 185 accts · $351K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$30,192
Total administrative$30,192
Employer contributions to the Alcuin School plan · 2024
Employer contribution per active participant$3,334
Median for plans this size$2,416
2024$3,334 per active participant
2023$3,184 per active participant
2022$2,856 per active participant

Alcuin School's 2024 employer contribution ran above the $2,416 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 · 20241
TIAA-TEACHERS INS & ANNUITY ASSOC · Recordkeeping$30,792

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$30,192 · 0.18%
2023$30,565 · 0.20%
2022$29,834 · 0.22%
Same employer
Similar plansEducational Services · Texas
Imagination Station, Inc TX$21.5M · 0.03%
Trinity Christian Academy TX$20.0M · 0.34%
H.A.S.C., Inc. TX$17.3M · 0.04%
Keystone School TX$14.2M · 0.20%
Stve-Aai Education, Inc TX$13.8M · 0.21%

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Source: U.S. Department of Labor, Form 5500 series, EIN 751175632 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.