Plan Ledger DOL Form 5500 · updated monthly

City and Country School Inc.403(b)

CITY AND COUNTRY SCHOOL, INC. DEFINED CONTRIBUTION RETIREMENT PLAN · NEW YORK, NY · plan year 2025

Reported admin expense ratio · 2025
0.02%

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

City and Country School Inc. reported $4,879 in plan administrative expenses for 2025: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $5,097 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 3 years on file its reported administrative ratio rose from 0.01% to 0.02%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other educational services employers. By assets it is the 2,102nd-largest of 5,648 plans among New York employers on file, and the 1,373rd of 3,091 in educational services. In 2025, employees put in $1.33 for every $1.00 the employer contributed; active participation has grown from 105 to 118 since 2022.

Plan summary
Net assets, end of year$26,843,927
Participants with balances285
Active participants118
Employer contributions$601,500
Employee contributions$801,640
Employer contribution per active participant$5,097
Average account balance$94,189
Benefits paid to participants$3,685,952
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$26.8M · 285 accts · $602K emplr
2024$25.3M · 273 accts · $608K emplr
2023$22.4M · 267 accts · $622K emplr
2022$18.6M · 243 accts · $571K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$4,879
Total administrative$4,879
Employer contributions to the City and Country School Inc. plan · 2025
Employer contribution per active participant$5,097
Median for plans this size$2,666
2025$5,097 per active participant
2024$5,333 per active participant
2023$5,273 per active participant
2022$5,438 per active participant

City and Country School Inc.'s 2025 employer contribution ran above the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20251
TIAA$5,254

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

Administrative cost history4
2025$4,879 · 0.02%
2024$4,214 · 0.02%
2023$3,204 · 0.02%
2022$2,446 · 0.01%
Similar plansEducational Services · New York
Birch Family Services, Inc. NY$26.7M · 0.64%
Staten Island Academy NY$26.0M · 0.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 135562983 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.