Plan Ledger DOL Form 5500 · updated monthly

Columbia Grammar and Preparatory School403(b)

COLUMBIA GRAMMAR AND PREPARATORY SCHOOL 403(B) DC PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.13%

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

Columbia Grammar and Preparatory School reported $164,401 in plan administrative expenses for 2024: 0.13% of average plan assets, below the peer median. Employer contributions averaged $6,399 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 0.04% to 0.13%. 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 619th-largest of 5,648 plans among New York employers on file, and the 394th of 3,091 in educational services. In 2024, employees put in $1.28 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$137,967,510
Participants with balances584
Active participants415
Employer contributions$2,655,406
Employee contributions$3,397,303
Employer contribution per active participant$6,399
Average account balance$236,246
Benefits paid to participants$7,803,250
Plan auditDisclaimer of opinion
Plan history3
Yearassets · accounts · employer contribution
2024$138.0M · 584 accts · $2.7M emplr
2023$124.4M · 577 accts · $854K emplr
2022$120.9M · 551 accts · $2.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$164,401
Total administrative$164,401
Employer contributions to the Columbia Grammar and Preparatory School plan · 2024
Employer contribution per active participant$6,399
Median for plans this size$3,635
2024$6,399 per active participant
2023$2,010 per active participant
2022$6,052 per active participant

Columbia Grammar and Preparatory School'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 · 20244
CAPFINANCIAL PARTNERS, LLC · Investment management$54,084
TIAA$50,807
FORVIS, LLP · Consulting$42,346
PENTEGRA SERVICES, INC · Plan administrator$19,180

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$164,401 · 0.13%
2023$20,201 · 0.02%
2022$46,553 · 0.04%
Same employer
Similar plansEducational Services · New York
Alfred University NY$150.8M · 0.09%
Utica University NY$148.0M · 0.09%
Wagner College NY$144.0M · 0.08%
The Brearley School NY$139.1M · 0.06%
School of Visual Arts LLC NY$137.4M · 0.04%
The Spence School NY$137.3M · 0.03%
Collegiate School NY$135.8M · 0.07%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 130590970 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.