Plan Ledger DOL Form 5500 · updated monthly

Antilles School, Inc.403(b)

ANTILLES SCHOOLS 403(B) PLAN · ST THOMAS, VI · plan year 2024

Reported admin expense ratio · 2024
0.18%

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

Antilles School, Inc. reported $27,536 in plan administrative expenses for 2024: 0.18% of average plan assets, below the peer median. Employer contributions averaged $2,274 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 0.16% 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 3rd-largest of 13 plans among VI employers on file, and 1,787th of 3,091 in educational services. In 2024, employees put in $2.45 for every $1.00 the employer contributed; active participation has shrunk from 57 to 46 since 2022.

Plan summary
Net assets, end of year$15,567,383
Participants with balances174
Active participants46
Employer contributions$104,622
Employee contributions$256,530
Employer contribution per active participant$2,274
Average account balance$89,468
Benefits paid to participants$1,166,739
Plan auditUnmodified (clean) audit opinion
AuditorBERT SMITH & CO
Plan history3
Yearassets · accounts · employer contribution
2024$15.6M · 174 accts · $105K emplr
2023$14.8M · 169 accts · $50K emplr
2022$14.0M · 172 accts · $44K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$27,536
Total administrative$27,536
Employer contributions to the Antilles School, Inc. plan · 2024
Employer contribution per active participant$2,274
Median for plans this size$2,416
2024$2,274 per active participant
2023$840 per active participant
2022$769 per active participant

Antilles School, Inc.'s 2024 employer contribution ran below 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 · 20242
MARSHALL & STERLING WEALTH ADVISORS$16,079

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

Administrative cost history3
2024$27,536 · 0.18%
2023$24,082 · 0.17%
2022$24,023 · 0.16%
Similar plansEducational Services · VI
The Archway Programs NJ$15.6M · 0.64%
Parchment LLC AZ$15.6M · 0.51%
Lees-McRae College, Inc. NC$15.6M · 0.00%
Cbt Nuggets, LLC OR$15.5M · 0.34%
Notre Dame High School CA$15.5M · 0.37%

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Source: U.S. Department of Labor, Form 5500 series, EIN 670250379 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.