Plan Ledger DOL Form 5500 · updated monthly

Brentwood Academy403(b)

BRENTWOOD ACADEMY DEFINED CONTRIBUTION PLAN · BRENTWOOD, TN · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Brentwood Academy reported $1,288 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,744 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 fell from 0.06% to 0.01%. 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 746th-largest of 1,496 plans among Tennessee employers on file, and 1,920th of 3,091 in educational services. In 2024, employees put in $2.15 for every $1.00 the employer contributed; active participation has grown from 132 to 198 since 2022.

Plan summary
Net assets, end of year$12,872,778
Participants with balances198
Active participants198
Employer contributions$345,256
Employee contributions$742,805
Employer contribution per active participant$1,744
Average account balance$65,014
Benefits paid to participants$1,549,992
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$12.9M · 198 accts · $345K emplr
2023$12.1M · 251 accts · $310K emplr
2022$11.1M · 247 accts · $282K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,288
Total administrative$1,288
Employer contributions to the Brentwood Academy plan · 2024
Employer contribution per active participant$1,744
Median for plans this size$2,416
2024$1,744 per active participant
2023$1,596 per active participant
2022$2,135 per active participant

Brentwood Academy'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 · 20243
AMERICAN UNITED LIFE INSURANCE CO · Recordkeeping · Loan processing$1,288
ACCESS RETIREMENT SERVICES LLC$42,082
PENSIONMARK FINANCIAL GROUP · Consultingindirect comp

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

Recordkeeper by year2
2024ACCESS RETIREMENT SERVICES, LLC, OneAmerica
2023ACCESS RETIREMENT SERVICES, LLC, OneAmerica

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

Administrative cost history3
2024$1,288 · 0.01%
2023$26,052 · 0.22%
2022$6,261 · 0.06%
All plans at this employer2
BRENTWOOD ACADEMY RETIREMENT PLANMoney purchase plan
BRENTWOOD ACADEMY DEFINED CONTRIBUTION PLAN403(b)
Same employer
Similar plansEducational Services · Tennessee
Presbyterian Day School TN$14.0M · 0.32%
Currey Ingram Academy TN$13.8M · 0.32%
Second Harvest Food Bank TN$10.4M · 0.02%
Source 4 Solutions LLC TN$10.2M · 0.47%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 620811952 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.