Plan Ledger DOL Form 5500 · updated monthly

Cincinnati Country Day School403(b)

CINCINNATI COUNTRY DAY SCHOOL TIAA CREF RETIREMENT PLAN · CINCINNATI, OH · plan year 2024

Reported admin expense ratio · 2024
0.00%

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

Cincinnati Country Day School reported $150 in plan administrative expenses for 2024: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,715 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 0.000% to 0.001%. 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 1,151st-largest of 3,295 plans among Ohio employers on file, and the 1,441st of 3,091 in educational services.

Plan summary
Net assets, end of year$24,267,861
Participants with balances380
Active participants241
Employer contributions$413,428
Employee contributions—
Employer contribution per active participant$1,715
Average account balance$63,863
Benefits paid to participants$1,659,804
Plan auditUnmodified (clean) audit opinion
AuditorMELLOTT & MELLOTT, PLL
Plan history3
Yearassets · accounts · employer contribution
2024$24.3M · 380 accts · $413K emplr
2023$22.5M · 378 accts · $309K emplr
2022$20.6M · 368 accts · $152K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$150
Total administrative$150
Employer contributions to the Cincinnati Country Day School plan · 2024
Employer contribution per active participant$1,715
Median for plans this size$2,416
2024$1,715 per active participant
2023$1,230 per active participant
2022$651 per active participant

Cincinnati Country Day School'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 · 20241
TIAA · Custodial (securities) · Recordkeeping$225

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$150 · 0.00%
2023$125 · 0.00%
2022$100 · 0.00%
Same employer
Similar plansEducational Services · Ohio
Western Reserve Academy OH$30.2M · 0.20%
Cleveland Institute of Art OH$29.3M · 0.20%
Lake Erie College OH$23.0M · 0.02%
The Wellington School OH$22.8M · 0.21%

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Source: U.S. Department of Labor, Form 5500 series, EIN 310536970 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.