Plan Ledger DOL Form 5500 · updated monthly

Center for Responsive Schools, Inc.403(b)

CENTER FOR RESPONSIVE SCHOOLS, INC. 403(B) PLAN · TURNERS FALLS, MA · plan year 2024

Reported admin expense ratio · 2024
0.28%

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

Center for Responsive Schools, Inc. reported $19,812 in plan administrative expenses for 2024: 0.28% of average plan assets, below the peer median. Employer contributions averaged $2,656 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 0.35% to 0.28%. 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 Massachusetts (2,100th of 2,726), and 2,299th of 3,091 in educational services. In 2024, employees put in $1.54 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,433,419
Participants with balances132
Active participants72
Employer contributions$191,233
Employee contributions$295,420
Employer contribution per active participant$2,656
Average account balance$56,314
Benefits paid to participants$587,752
Plan auditDisclaimer of opinion
AuditorM.P.P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$7.4M · 132 accts · $191K emplr
2023$6.5M · 131 accts · $144K emplr
2022$5.7M · 133 accts · $132K emplr
Employer contributions to the Center for Responsive Schools, Inc. plan · 2024
Employer contribution per active participant$2,656
Median for plans this size$1,313
2024$2,656 per active participant
2023$2,175 per active participant
2022$2,000 per active participant

Center for Responsive Schools, Inc.'s 2024 employer contribution ran above the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
EDWARD D JONES & CO LP · Investment advisory (plan)$8,989
THE ANGELL PENSION GROUP INC · Contract administrator$1,101
EMPOWER ADVISORY GROUP, LLC · Investment management$363

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$19,812 · 0.28%
2023$16,354 · 0.27%
2022$21,662 · 0.35%
Similar plansEducational Services · Massachusetts
Montserrat College of Art MA$9.0M · 0.29%
Hillside School, Inc MA$8.6M · 0.00%
Inly School MA$7.1M · 0.41%
The Rashi School, Inc. MA$6.6M · 0.45%
Teach Plus Incorporated MA$6.6M · 0.03%
The Bottom Line, Inc. MA$6.6M · 0.90%

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Source: U.S. Department of Labor, Form 5500 series, EIN 042733471 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.