Plan Ledger DOL Form 5500 · updated monthly

Cooke School and Institute403(b)

403(B) THRIFT PLAN OF COOKE SCHOOL AND INSTITUTE · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.42%

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

Cooke School and Institute reported $93,760 in plan administrative expenses for 2024: 0.42% of average plan assets, above the peer median. Employer contributions averaged $3,283 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 0.02% to 0.42%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is the 2,249th-largest of 5,648 plans among New York employers on file, and the 911th of 3,341 in other services. In 2024, employees put in $1.16 for every $1.00 the employer contributed; active participation has grown from 261 to 292 since 2022.

Plan summary
Net assets, end of year$23,977,680
Participants with balances392
Active participants292
Employer contributions$958,765
Employee contributions$1,111,483
Employer contribution per active participant$3,283
Average account balance$61,168
Benefits paid to participants$1,245,842
Plan auditDisclaimer of opinion
Plan history3
Yearassets · accounts · employer contribution
2024$24.0M · 392 accts · $959K emplr
2023$20.4M · 412 accts · $899K emplr
2022$16.8M · 545 accts · $797K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$54,367
Investment management$39,393
Total administrative$93,760
Employer contributions to the Cooke School and Institute plan · 2024
Employer contribution per active participant$3,283
Median for plans this size$2,416
2024$3,283 per active participant
2023$2,900 per active participant
2022$3,055 per active participant

Cooke School and Institute's 2024 employer contribution ran above 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 · 20243
TRANSAMERICA RETIREMENT SOLUTIONS · Claims processing · Recordkeeping$54,367
MML INVESTORS SERVICES LLC · Investment advisory (plan)$39,393
NATIONAL FINANCIAL SERVICES · Securities brokerageindirect comp

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$93,760 · 0.42%
2023$49,974 · 0.27%
2022$3,937 · 0.02%
Similar plansOther Services · New York
Robin Hood Foundation NY$25.3M · 0.28%
Nyc & Company, Inc. NY$24.5M · 0.49%
Child Mind Institute, Inc. NY$24.2M · 0.43%
Nonprofit Finance Fund NY$22.8M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 133396691 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.