Plan Ledger DOL Form 5500 · updated monthly

Calumet College of Saint Joseph403(b)

CALUMET COLLEGE OF SAINT JOSEPH 403(B) DC PLAN · WHITING, IN · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

Calumet College of Saint Joseph reported $8,144 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,060 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 0.03% to 0.05%. 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 642nd-largest of 1,562 plans among Indiana employers on file, and 1,708th of 3,091 in educational services. In 2024, employees put in $1.13 for every $1.00 the employer contributed; active participation has shrunk from 232 to 191 since 2022.

Plan summary
Net assets, end of year$17,154,952
Participants with balances242
Active participants191
Employer contributions$202,528
Employee contributions$228,755
Employer contribution per active participant$1,060
Average account balance$70,888
Benefits paid to participants$1,870,816
Plan auditUnmodified (clean) audit opinion
AuditorSWARTZ, RETSON & CO., P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$17.2M · 242 accts · $203K emplr
2023$16.8M · 248 accts · $289K emplr
2022$15.5M · 261 accts · $283K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$7,661
Total administrative$8,144
Employer contributions to the Calumet College of Saint Joseph plan · 2024
Employer contribution per active participant$1,060
Median for plans this size$2,416
2024$1,060 per active participant
2023$1,117 per active participant
2022$1,221 per active participant

Calumet College of Saint Joseph's 2024 employer contribution ran below the $2,416 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
TIAA · Recordkeeping · Pension consulting$7,661

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

Recordkeeper by year2
2024TIAA
2023TIAA

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

Administrative cost history3
2024$8,144 · 0.05%
2023$5,944 · 0.04%
2022$4,431 · 0.03%
Similar plansEducational Services · Indiana
Canterbury School IN$23.8M · 0.29%
Grace Schools IN$21.4M · 0.36%

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Source: U.S. Department of Labor, Form 5500 series, EIN 351087173 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.