Plan Ledger DOL Form 5500 · updated monthly

Center for Creative Leadership403(b)

CENTER FOR CREATIVE LEADERSHIP RETIREMENT SAVINGS PLAN · GREENSBORO, NC · plan year 2024

Reported admin expense ratio · 2024
0.11%

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

Center for Creative Leadership reported $185,919 in plan administrative expenses for 2024: 0.11% of average plan assets, below the peer median. Employer contributions averaged $5,693 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 0.06% to 0.11%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other educational services employers. By assets it is the 127th-largest of 2,005 plans among North Carolina employers on file, and the 300th of 3,091 in educational services. In 2024, employees put in $1.34 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$184,931,307
Participants with balances1,048
Active participants485
Employer contributions$2,761,072
Employee contributions$3,703,101
Employer contribution per active participant$5,693
Average account balance$176,461
Benefits paid to participants$10,152,279
Plan auditDisclaimer of opinion
AuditorRSM US LLP
Plan history3
Yearassets · accounts · employer contribution
2024$184.9M · 1,048 accts · $2.8M emplr
2023$168.2M · 1,061 accts · $2.6M emplr
2022$149.0M · 1,096 accts · $2.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$114,985
Investment management$55,735
Audit (IQPA)$15,199
Total administrative$185,919
Employer contributions to the Center for Creative Leadership plan · 2024
Employer contribution per active participant$5,693
Median for plans this size$3,635
2024$5,693 per active participant
2023$4,640 per active participant
2022$4,626 per active participant

Center for Creative Leadership's 2024 employer contribution ran above the $3,635 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
TIAA · Recordkeeping · Pension consulting$120,720
MMA SECURITIES LLC · Investment advisory (plan)$50,000
RSM US LLP · Accounting / audit$15,199

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$185,919 · 0.11%
2023$146,309 · 0.09%
2022$101,984 · 0.06%
Same employer
Similar plansEducational Services · North Carolina
Elon University NC$324.2M · 0.10%
Davidson College NC$205.2M · 0.06%
Campbell University NC$198.8M · 0.16%
Charlotte Country Day School NC$102.5M · 0.08%
Wingate University NC$97.0M · 0.15%
Meredith College NC$94.1M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 237079591 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.