Plan Ledger DOL Form 5500 · updated monthly

Brehm Preparatory School, Inc.403(b)

BREHM PREPARATORY SCHOOL DEFINED CONTRIBUTION PLAN · CARBONDALE, IL · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

Brehm Preparatory School, Inc. reported $4,976 in plan administrative expenses for 2024: 0.08% of average plan assets, lower than ~75% of peers. Employer contributions averaged $350 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 0.05% to 0.08%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other educational services employers. By assets it is among the smaller plans on file in Illinois (2,823rd of 3,702), and 2,412th of 3,091 in educational services. In 2024, employees put in $4.94 for every $1.00 the employer contributed; active participation has shrunk from 98 to 47 since 2022.

Plan summary
Net assets, end of year$6,116,069
Participants with balances177
Active participants47
Employer contributions$16,470
Employee contributions$81,321
Employer contribution per active participant$350
Average account balance$34,554
Benefits paid to participants$545,504
Plan auditUnmodified (clean) audit opinion
AuditorKERBER, ECK & BRAECKEL LLP
Plan history3
Yearassets · accounts · employer contribution
2024$6.1M · 177 accts · $16K emplr
2023$5.8M · 190 accts · $47K emplr
2022$5.1M · 197 accts · $53K emplr
Employer contributions to the Brehm Preparatory School, Inc. plan · 2024
Employer contribution per active participant$350
Median for plans this size$1,313
2024$350 per active participant
2023$616 per active participant
2022$537 per active participant

Brehm Preparatory School, Inc.'s 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom 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 · 20241
NATIONWIDE · Recordkeeping · Custodial (securities)$8,952

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$4,976 · 0.08%
2023$4,163 · 0.08%
2022$3,154 · 0.05%
Similar plansEducational Services · Illinois
Timothy Christian Schools IL$6.3M · 0.02%
After School Matters IL$6.3M · 0.27%
Depaul College Prep IL$5.9M · 0.01%
Sertoma Centre Inc. IL$5.8M · 0.69%
Kipp Chicago Schools IL$5.5M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 371107721 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.