Plan Ledger DOL Form 5500 · updated monthly

Annunciation Orthodox School403(b)

ANNUNCIATION ORTHODOX SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.17%

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

Annunciation Orthodox School reported $42,456 in plan administrative expenses for 2024: 0.17% of average plan assets, below the peer median. Employer contributions averaged $5,009 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 1 year on file its reported administrative ratio rose from 0.15% to 0.17%. 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 1,668th-largest of 5,688 plans among Texas employers on file, and the 1,370th of 3,091 in educational services. In 2024, employees put in $1.38 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$26,919,764
Participants with balances232
Active participants124
Employer contributions$621,056
Employee contributions$856,156
Employer contribution per active participant$5,009
Average account balance$116,033
Benefits paid to participants$1,212,597
Plan auditDisclaimer of opinion
AuditorBLAZEK & VETTERLING LLP
Plan history2
Yearassets · accounts · employer contribution
2024$26.9M · 232 accts · $621K emplr
2023$23.9M · 226 accts · $601K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$42,456
Total administrative$42,456
Employer contributions to the Annunciation Orthodox School plan · 2024
Employer contribution per active participant$5,009
Median for plans this size$2,416
2024$5,009 per active participant
2023$4,847 per active participant

Annunciation Orthodox School's 2024 employer contribution ran above the $2,416 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 · 20242
TIAA$31,527
PLANPILOT LLC · Investment advisory (plan)$7,650

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

Administrative cost history2
2024$42,456 · 0.17%
2023$34,306 · 0.15%
All plans at this employer2
ANNUNCIATION ORTHODOX SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN403(b)
ANNUNCIATION ORTHODOX SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN403(b)
Similar plansEducational Services · Texas
Betterup, Inc. TX$31.2M · 0.34%
Watermark Insights, LLC TX$28.8M · 0.15%
Presbyterian School TX$26.7M · 0.26%
The Lamplighter School TX$23.2M · 0.09%
The Oakridge School TX$23.1M · 0.00%
Sxsw LLC TX$23.1M · 0.43%

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Source: U.S. Department of Labor, Form 5500 series, EIN 760276967 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.