Plan Ledger DOL Form 5500 · updated monthly

Communities in Schools of San Antonio403(b)

COMMUNITY IN SCHOOLS OF SAN ANTONIO 403(B) PLAN · SAN ANTONIO, TX · plan year 2024

Reported admin expense ratio · 2024
0.80%

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

Communities in Schools of San Antonio reported $43,267 in plan administrative expenses for 2024: 0.80% of average plan assets, above the peer median. Employer contributions averaged $1,059 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 0.63% to 0.80%. 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 Texas (3,887th of 5,688), and 2,454th of 3,091 in educational services. In 2024, employees put in $1.94 for every $1.00 the employer contributed; active participation has shrunk from 286 to 167 since 2022.

Plan summary
Net assets, end of year$5,686,607
Participants with balances167
Active participants167
Employer contributions$176,904
Employee contributions$343,268
Employer contribution per active participant$1,059
Average account balance$34,052
Benefits paid to participants$496,149
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$5.7M · 167 accts · $177K emplr
2023$5.1M · 166 accts · $162K emplr
2022$4.3M · 147 accts · $114K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$18,868
Investment management$24,399
Total administrative$43,267
Employer contributions to the Communities in Schools of San Antonio plan · 2024
Employer contribution per active participant$1,059
Median for plans this size$1,313
2024$1,059 per active participant
2023$617 per active participant
2022$397 per active participant

Communities in Schools of San Antonio's 2024 employer contribution ran below the $1,313 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
TRANSAMERICA RETIREMENT SOLUTIONS · Claims processing · Recordkeeping$18,033
INDEP FINANCIAL SERVICES · Investment advisory (plan)$13,859
ADMIN GROUP DBA TAG RESOURCES · Investment advisory (plan)$10,540
AXA EQUITABLE LIFE INS CO · Trustee (directed) · Investment management$835

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

Recordkeeper by year2
2024Transamerica
2023Transamerica

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$43,267 · 0.80%
2023$37,829 · 0.80%
2022$24,980 · 0.63%
Same employer
Similar plansEducational Services · Texas
Kalkomey Enterprises, LLC TX$6.4M · 0.46%
Engage! Learning, LLC TX$5.6M · 0.42%
Coram Deo Academy, Inc. TX$5.6M · 0.35%
Sci Acquisition Co., Inc. TX$5.3M · 1.40%
Progress Learning, LLC TX$5.2M · 0.36%

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Source: U.S. Department of Labor, Form 5500 series, EIN 742393714 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.