Plan Ledger DOL Form 5500 · updated monthly

Burgundy Farm Country Day School403(b)

BURGUNDY FARM COUNTRY DAY SCHOOL DEFINED RETIREMENT PLAN · ALEXANDRIA, VA · plan year 2023

Reported admin expense ratio · 2023
0.16%

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

Burgundy Farm Country Day School reported $28,988 in plan administrative expenses for 2023: 0.16% of average plan assets, below the peer median. Employer contributions averaged $4,210 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 0.15% to 0.17%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other educational services employers. By assets it is the 1,002nd-largest of 2,266 plans among Virginia employers on file, and 1,605th of 3,091 in educational services. In 2023, the employer put in $1.17 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$19,811,135
Participants with balances186
Active participants72
Employer contributions$303,092
Employee contributions$259,726
Employer contribution per active participant$4,210
Average account balance$106,511
Benefits paid to participants$664,156
Plan auditUnmodified (clean) audit opinion
AuditorCBIZ CPAS
Plan history3
Yearassets · accounts · employer contribution
2024$12.1M · 98 accts · $263K emplr
2023$19.8M · 186 accts · $303K emplr
2022$17.5M · 179 accts · $288K emplr
Administrative expenses, itemized · 2023
Investment management$28,988
Total administrative$28,988
Employer contributions to the Burgundy Farm Country Day School plan · 2023
Employer contribution per active participant$4,210
Median for plans this size$2,440
2024$3,551 per active participant
2023$4,210 per active participant
2022$3,794 per active participant

Burgundy Farm Country Day School's 2023 employer contribution ran above the $2,440 median for plans its size, placing it in the top 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
TIAA · Investment management$14,847
GLOBAL RETIREMENT PARTNERS · Investment management$14,141

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$27,681 · 0.17%
2023$28,988 · 0.16%
2022$25,983 · 0.15%
Similar plansEducational Services · Virginia
Christendom College VA$20.6M · 0.11%
Grafton School Incorporated VA$20.3M · 0.45%
Hampton Roads Academy VA$17.1M · 0.15%
Virginia Episcopal School VA$16.9M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 540540100 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.