Plan Ledger DOL Form 5500 · updated monthly

Ave Maria University403(b)

AVE MARIA 403(B) RETIREMENT PLAN · AVE MARIA, FL · plan year 2024

Reported admin expense ratio · 2024
0.08%

Ave Maria University reported $8,914 in plan administrative expenses for 2024: 0.08% of average plan assets, lower than ~75% of peers. 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 0.09% to 0.08%. 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 1,608th-largest of 3,644 plans among Florida employers on file, and 1,983rd of 3,091 in educational services. active participation has shrunk from 213 to 76 since 2022.

Plan summary
Net assets, end of year$11,795,565
Participants with balances192
Active participants76
Employer contributions—
Employee contributions—
Employer contribution per active participant—
Average account balance$61,435
Benefits paid to participants$527,110
Plan auditDisclaimer of opinion
AuditorMYLER & SZCZYPKA, P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$11.8M · 192 accts
2023$10.7M · 193 accts
2022$9.9M · 208 accts · $119K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$5,166
Audit (IQPA)$3,748
Total administrative$8,914
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
NATIONWIDE · Recordkeeping$26
M HOLDINGS SECURITIES INC$2,042

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

Recordkeeper by year2
2024Nationwide
2023Nationwide

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$8,914 · 0.08%
2023$10,765 · 0.10%
2022$10,160 · 0.09%
Same employer
Similar plansEducational Services · Florida
Ave Maria School of Law FL$12.4M · 0.22%

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Source: U.S. Department of Labor, Form 5500 series, EIN 030482006 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.