Plan Ledger DOL Form 5500 · updated monthly

Coram Deo Academy, Inc.403(b)

CORAM DEO ACADEMY 403(B)RETIREMENT PLAN · LEWISVILLE, TX · plan year 2024

Reported admin expense ratio · 2024
0.35%

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

Coram Deo Academy, Inc. reported $17,728 in plan administrative expenses for 2024: 0.35% of average plan assets, below the peer median. Employer contributions averaged $683 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 0.25% to 0.35%. 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 (3,919th of 5,688), and 2,466th of 3,091 in educational services. In 2024, employees put in $2.52 for every $1.00 the employer contributed; active participation has grown from 297 to 373 since 2022.

Plan summary
Net assets, end of year$5,560,699
Participants with balances240
Active participants373
Employer contributions$254,587
Employee contributions$641,035
Employer contribution per active participant$683
Average account balance$23,170
Benefits paid to participants$433,676
Plan auditUnmodified (clean) audit opinion
AuditorHENRY & PETERS, PC
Plan history3
Yearassets · accounts · employer contribution
2024$5.6M · 240 accts · $255K emplr
2023$4.4M · 212 accts · $119K emplr
2022$4.1M · 123 accts · $137K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$17,728
Total administrative$17,728
Employer contributions to the Coram Deo Academy, Inc. plan · 2024
Employer contribution per active participant$683
Median for plans this size$1,313
2024$683 per active participant
2023$350 per active participant
2022$463 per active participant

Coram Deo Academy, Inc.'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 · 20241
VALIC · Recordkeeping · Custodial (securities)$14,085

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

Recordkeeper by year2
2024VALIC
2023VALIC

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

Administrative cost history3
2024$17,728 · 0.35%
2023$6,108 · 0.14%
2022$9,201 · 0.25%
Same employer
Similar plansEducational Services · Texas
Engage! Learning, LLC TX$5.6M · 0.42%
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 752749298 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.