Plan Ledger DOL Form 5500 · updated monthly

Bernard Zell Anshe Emet Day School403(b)

BERNARD ZELL ANSHE EMET DAY SCHOOL RETIREMENT PLAN · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

Bernard Zell Anshe Emet Day School reported $20,601 in plan administrative expenses for 2024: 0.08% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,779 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 3 years on file its reported administrative ratio has held roughly steady near 0.080%. 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 1,424th-largest of 3,702 plans among Illinois employers on file, and the 1,382nd 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$26,679,468
Participants with balances227
Active participants128
Employer contributions$483,663
Employee contributions$806,861
Employer contribution per active participant$3,779
Average account balance$117,531
Benefits paid to participants$2,928,086
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$26.7M · 227 accts · $484K emplr
2023$24.9M · 227 accts · $442K emplr
2022$22.0M · 241 accts · $431K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$18,935
Audit (IQPA)$1,666
Total administrative$20,601
Employer contributions to the Bernard Zell Anshe Emet Day School plan · 2024
Employer contribution per active participant$3,779
Median for plans this size$2,416
2024$3,779 per active participant
2023$3,533 per active participant
2022$3,370 per active participant

Bernard Zell Anshe Emet Day 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
USI CONSULTING GROUP · Claims processing · Recordkeeping$18,935

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

Recordkeeper by year2
2024USI Consulting
2023USI Consulting

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

Administrative cost history3
2024$20,601 · 0.08%
2023$13,365 · 0.06%
2022$19,018 · 0.08%
Same employer
Similar plansEducational Services · Illinois
Keypath Education, LLC IL$30.6M · 0.37%
Riverside Assessments, LLC IL$30.5M · 0.20%
Lewis University IL$26.8M · 0.28%
American Nuclear Society IL$26.7M · 0.00%
Acero Schools IL$25.3M · 0.46%
Marist High School IL$24.9M · 0.24%

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Source: U.S. Department of Labor, Form 5500 series, EIN 362166955 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.